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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 | $551,875 | $174,380+216.5% | $108,582+408.3% | - |
| Participation rate | 0.0% | 70.3%-70.3pp | 79.6%-79.6pp | - |
| Annual return | 14.57% | 1.91%+12.7pp | -51.70%+66.3pp | - |
| Employer contribution / active EE | $0 | $1,536-100.0% | $3,758-100.0% | - |
| Participant deferral / active EE | $0 | $2,685-100.0% | $4,311-100.0% | - |
| Admin fee / account holder | $10,126 | $13,800-26.6% | $7,645+32.4% | - |