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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 | $269,660 | $85,030+217.1% | $70,525+282.4% | $139,427+93.4% |
| Participation rate | 0.0% | 73.9%-73.9pp | 68.4%-68.4pp | 80.3%-80.3pp |
| Annual return | 12.47% | 30.35%-17.9pp | 32.76%-20.3pp | 373.27%-360.8pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,974-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,567-100.0% | $6,711-100.0% |
| Admin fee / account holder | $83,659 | $8,908+839.1% | $6,413+1204.4% | $11,404+633.6% |