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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 | $360,887 | $167,352+115.6% | $143,788+151.0% | $134,509+168.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.30% | 0.47%-17.8pp | -0.03%-17.3pp | 418.13%-435.4pp |
| Employer contribution / active EE | $1,866 | $5,620-66.8% | $4,952-62.3% | $4,741-60.6% |
| Participant deferral / active EE | $2,286 | $6,447-64.5% | $5,638-59.5% | $6,400-64.3% |
| Admin fee / account holder | $8,099 | $18,091-55.2% | $14,675-44.8% | $11,427-29.1% |