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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 | $278,398 | $72,273+285.2% | $101,275+174.9% | $79,856+248.6% |
| Participation rate | 76.3% | 68.5%+7.9pp | 75.8%+0.5pp | 69.6%+6.7pp |
| Annual return | 12.21% | 22.30%-10.1pp | 46.48%-34.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $45,233 | $4,401+927.7% | $5,948+660.5% | $5,306+752.4% |