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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 | $668,238 | $91,911+627.1% | $68,612+873.9% | $135,379+393.6% |
| Participation rate | 77.8% | 76.7%+1.0pp | 72.2%+5.5pp | 82.6%-4.9pp |
| Annual return | -5.79% | -8.22%+2.4pp | -4.63%-1.2pp | 519.79%-525.6pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $92,177 | $9,240+897.5% | $5,131+1696.4% | $10,828+751.3% |