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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 | $1,805,619 | $84,518+2036.4% | $67,704+2566.9% | $125,389+1340.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 18.84% | 2.57%+16.3pp | 25.41%-6.6pp | 282.24%-263.4pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $68,500 | $5,340+1182.7% | $4,255+1509.9% | $9,541+618.0% |