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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 | $254,420 | $305,925-16.8% | $178,499+42.5% | - |
| Participation rate | 0.0% | 64.3%-64.3pp | 81.9%-81.9pp | - |
| Annual return | 12.86% | 10.58%+2.3pp | 151.10%-138.2pp | - |
| Employer contribution / active EE | $0 | $2,545-100.0% | $5,011-100.0% | - |
| Participant deferral / active EE | $0 | $2,511-100.0% | $5,202-100.0% | - |
| Admin fee / account holder | $110,543 | $21,071+424.6% | $13,986+690.4% | - |