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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 | $357,004 | $64,719+451.6% | $112,249+218.0% | $68,486+421.3% |
| Participation rate | 94.9% | 67.2%+27.7pp | 75.1%+19.8pp | 67.9%+27.0pp |
| Annual return | -13.53% | -11.40%-2.1pp | 27.48%-41.0pp | -7.85%-5.7pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,052 | $5,232-41.7% | $6,412-52.4% | $5,404-43.5% |