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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 | $537,125 | $363,803+47.6% | $382,887+40.3% | $669,896-19.8% |
| Participation rate | 100.0% | 100.0%0pp | 100.0%0pp | 90.5%+9.5pp |
| Annual return | 13.32% | 10.49%+2.8pp | 10.49%+2.8pp | 11.25%+2.1pp |
| Employer contribution / active EE | $0 | $27,054-100.0% | $29,204-100.0% | $23,407-100.0% |
| Participant deferral / active EE | $0 | $15,702-100.0% | $15,702-100.0% | $8,339-100.0% |
| Admin fee / account holder | $10,027 | $2,613+283.8% | $2,613+283.8% | $52,310-80.8% |