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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 | $988,325 | $468,795+110.8% | $1,127,994-12.4% | $468,795+110.8% |
| Participation rate | 0.0% | 85.5%-85.5pp | 66.7%-66.7pp | 85.5%-85.5pp |
| Annual return | 8.41% | 39.95%-31.5pp | 11.13%-2.7pp | 39.95%-31.5pp |
| Employer contribution / active EE | $0 | $28,085-100.0% | $25,095-100.0% | $28,085-100.0% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $18,849-100.0% | $10,110-100.0% |
| Admin fee / account holder | $44,596 | $8,110+449.9% | $21,464+107.8% | $8,110+449.9% |