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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 | $418,152 | $468,231-10.7% | $467,873-10.6% | $483,246-13.5% |
| Participation rate | 100.0% | 97.8%+2.2pp | 97.8%+2.2pp | 93.7%+6.3pp |
| Annual return | 15.56% | 34.80%-19.2pp | 34.76%-19.2pp | 24.97%-9.4pp |
| Employer contribution / active EE | $0 | $30,904-100.0% | $32,713-100.0% | $28,334-100.0% |
| Participant deferral / active EE | $0 | $11,835-100.0% | $11,835-100.0% | $7,967-100.0% |
| Admin fee / account holder | $26,029 | $18,118+43.7% | $18,118+43.7% | $20,852+24.8% |