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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 | $282,586 | $272,150+3.8% | $271,250+4.2% | $259,158+9.0% |
| Participation rate | 100.0% | 100.0%0pp | 100.0%0pp | 95.8%+4.2pp |
| Annual return | 11.92% | 8.23%+3.7pp | 8.14%+3.8pp | 5.38%+6.5pp |
| Employer contribution / active EE | $0 | $26,442-100.0% | $26,869-100.0% | $22,268-100.0% |
| Participant deferral / active EE | $0 | $5,265-100.0% | $5,265-100.0% | $4,649-100.0% |
| Admin fee / account holder | $2,125 | $3,336-36.3% | $3,336-36.3% | $9,035-76.5% |