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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 | $512,511 | $138,366+270.4% | $184,185+178.3% | $80,911+533.4% |
| Participation rate | 83.9% | 83.9%0pp | 86.8%-3.0pp | 67.6%+16.2pp |
| Annual return | 13.67% | 20.02%-6.4pp | 28.81%-15.1pp | 35.63%-22.0pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $339 | $10,484-96.8% | $13,909-97.6% | $6,935-95.1% |