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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 | $136,860+158.2% | $120,344+193.7% | $154,746+128.4% |
| Participation rate | 81.8% | 79.9%+1.9pp | 76.7%+5.1pp | 80.7%+1.1pp |
| Annual return | 13.85% | 21.38%-7.5pp | 20.30%-6.5pp | 172.34%-158.5pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $19,673 | $15,393+27.8% | $12,742+54.4% | $14,365+36.9% |