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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 | $1,157,548 | $468,795+146.9% | $468,815+146.9% | $468,795+146.9% |
| Participation rate | 100.0% | 85.1%+14.9pp | 85.7%+14.3pp | 85.1%+14.9pp |
| Annual return | 11.63% | 39.95%-28.3pp | 6.47%+5.2pp | 39.95%-28.3pp |
| Employer contribution / active EE | $0 | $28,085-100.0% | $45,376-100.0% | $28,085-100.0% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $6,698-100.0% | $10,110-100.0% |
| Admin fee / account holder | $56,091 | $8,110+591.6% | $10,236+448.0% | $8,110+591.6% |