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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 | $280,373 | $306,023-8.4% | $306,023-8.4% | $309,303-9.4% |
| Participation rate | 100.0% | 99.6%+0.4pp | 99.6%+0.4pp | 96.2%+3.8pp |
| Annual return | 16.25% | 10.35%+5.9pp | 10.51%+5.7pp | 6.50%+9.8pp |
| Employer contribution / active EE | $0 | $33,877-100.0% | $34,401-100.0% | $25,613-100.0% |
| Participant deferral / active EE | $0 | $8,201-100.0% | $7,898-100.0% | $6,481-100.0% |
| Admin fee / account holder | $78,007 | $17,975+334.0% | $17,975+334.0% | $31,748+145.7% |