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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 | $770,500 | $100,901+663.6% | $75,501+920.5% | $147,586+422.1% |
| Participation rate | 80.0% | 77.1%+2.9pp | 72.4%+7.6pp | 82.8%-2.8pp |
| Annual return | 17.94% | 35.78%-17.8pp | 27.35%-9.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $32,857 | $11,285+191.1% | $5,801+466.4% | $10,886+201.8% |