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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 | $753,097 | $531,693+41.6% | $518,057+45.4% | $531,693+41.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 91.7%+8.3pp | 85.7%+14.3pp |
| Annual return | -11.05% | -13.27%+2.2pp | -16.25%+5.2pp | -13.27%+2.2pp |
| Employer contribution / active EE | $0 | $26,843-100.0% | $35,595-100.0% | $26,843-100.0% |
| Participant deferral / active EE | $0 | $7,797-100.0% | $13,176-100.0% | $7,797-100.0% |
| Admin fee / account holder | $50,721 | $75,116-32.5% | $44,019+15.2% | $75,116-32.5% |