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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 | $676,377 | $127,386+431.0% | $115,037+488.0% | $125,393+439.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.98% | 31.28%-28.3pp | 26.14%-23.2pp | 282.23%-279.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,351-100.0% |
| Admin fee / account holder | $186,616 | $9,516+1861.0% | $8,175+2182.7% | $9,541+1856.0% |