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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 | $138,312+155.5% | $122,979+187.4% | $155,188+127.7% |
| Participation rate | 81.8% | 80.2%+1.6pp | 77.2%+4.6pp | 80.8%+1.0pp |
| Annual return | 13.85% | 22.06%-8.2pp | 20.12%-6.3pp | 148.84%-135.0pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $19,673 | $15,089+30.4% | $12,864+52.9% | $14,480+35.9% |