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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 | $451,165 | $125,797+258.6% | $170,028+165.3% | $75,181+500.1% |
| Participation rate | 84.4% | 83.6%+0.8pp | 87.0%-2.6pp | 67.2%+17.2pp |
| Annual return | 13.61% | 27.20%-13.6pp | 53.39%-39.8pp | 160.69%-147.1pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,788-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,409-100.0% | $4,126-100.0% |
| Admin fee / account holder | $18,242 | $8,177+123.1% | $12,820+42.3% | $5,650+222.9% |