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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 | $667,965 | $88,507+654.7% | $98,477+578.3% | - |
| Participation rate | 0.0% | 61.4%-61.4pp | 73.3%-73.3pp | - |
| Annual return | 15.29% | 11.96%+3.3pp | 1493.59%-1478.3pp | - |
| Employer contribution / active EE | $0 | $1,785-100.0% | $2,961-100.0% | - |
| Participant deferral / active EE | $0 | $2,583-100.0% | $4,276-100.0% | - |
| Admin fee / account holder | $31,095 | $5,313+485.3% | $5,951+422.5% | - |