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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 | $274,403 | $254,759+7.7% | $216,567+26.7% | $198,609+38.2% |
| Participation rate | 87.5% | 84.5%+3.0pp | 81.6%+5.9pp | 82.4%+5.1pp |
| Annual return | 8.83% | 10.04%-1.2pp | 12.94%-4.1pp | 202.70%-193.9pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $14,183 | $26,311-46.1% | $21,981-35.5% | $19,030-25.5% |