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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 | $788,970 | $95,188+728.9% | $76,518+931.1% | $135,379+482.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.16% | 4.85%-9.0pp | -0.27%-3.9pp | 519.79%-523.9pp |
| Employer contribution / active EE | $9,657 | $3,303+192.4% | $2,647+264.8% | $4,779+102.1% |
| Participant deferral / active EE | $10,800 | $4,640+132.8% | $3,836+181.6% | $5,609+92.5% |
| Admin fee / account holder | $264,628 | $6,249+4134.6% | $4,849+5357.9% | $10,828+2343.9% |