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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,275 | $82,028+268.5% | $123,105+145.5% | $59,633+406.9% |
| Participation rate | 75.0% | 83.2%-8.2pp | 86.8%-11.8pp | 68.7%+6.3pp |
| Annual return | 0.63% | 5.12%-4.5pp | 13.22%-12.6pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $16,901 | $5,879+187.5% | $9,014+87.5% | $4,297+293.3% |