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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 | $303,456 | $330,596-8.2% | $328,982-7.8% | $270,507+12.2% |
| Participation rate | 100.0% | 97.9%+2.1pp | 97.9%+2.1pp | 93.5%+6.5pp |
| Annual return | -0.96% | -3.71%+2.8pp | -3.64%+2.7pp | -4.71%+3.8pp |
| Employer contribution / active EE | $0 | $31,783-100.0% | $32,630-100.0% | $25,782-100.0% |
| Participant deferral / active EE | $0 | $7,016-100.0% | $6,765-100.0% | $5,950-100.0% |
| Admin fee / account holder | $18,180 | $11,978+51.8% | $11,978+51.8% | $10,647+70.8% |