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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 | $1,492,704 | $163,671+812.0% | $155,534+859.7% | - |
| Participation rate | 0.0% | 63.4%-63.4pp | 78.2%-78.2pp | - |
| Annual return | 16.45% | 19.35%-2.9pp | 64.92%-48.5pp | - |
| Employer contribution / active EE | $0 | $2,499-100.0% | $4,675-100.0% | - |
| Participant deferral / active EE | $0 | $2,935-100.0% | $5,630-100.0% | - |
| Admin fee / account holder | $41,690 | $97,433-57.2% | $15,900+162.2% | - |