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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $612,461 | $299,959+104.2% | $185,851+229.5% | - |
| Participation rate | 0.0% | 61.2%-61.2pp | 81.7%-81.7pp | - |
| Annual return | 7.92% | 9.80%-1.9pp | 122.11%-114.2pp | - |
| Employer contribution / active EE | $0 | $1,731-100.0% | $5,168-100.0% | - |
| Participant deferral / active EE | $0 | $2,385-100.0% | $5,569-100.0% | - |
| Admin fee / account holder | $397 | $47,864-99.2% | $16,245-97.6% | - |