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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 | $383,606 | $162,967+135.4% | $135,792+182.5% | $138,895+176.2% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.6%+13.1pp | 79.9%+5.8pp |
| Annual return | 14.60% | 30.08%-15.5pp | 25.96%-11.4pp | 145.39%-130.8pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $908 | $15,306-94.1% | $12,266-92.6% | $12,562-92.8% |