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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 | $353,428 | $167,415+111.1% | $140,514+151.5% | $198,609+78.0% |
| Participation rate | 81.8% | 80.9%+0.9pp | 77.8%+4.0pp | 82.4%-0.6pp |
| Annual return | 13.85% | 13.85%0pp | 14.36%-0.5pp | 202.70%-188.9pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $19,673 | $16,730+17.6% | $13,697+43.6% | $19,030+3.4% |