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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 | $472,327 | $112,300+320.6% | $90,223+423.5% | $125,389+276.7% |
| Participation rate | 80.0% | 82.9%-2.9pp | 79.0%+1.0pp | 83.2%-3.2pp |
| Annual return | -1.87% | -0.57%-1.3pp | 1.31%-3.2pp | 282.24%-284.1pp |
| Employer contribution / active EE | $0 | $5,181-100.0% | $4,378-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $121,953 | $10,990+1009.7% | $7,406+1546.8% | $9,541+1178.2% |