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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 | $445,800 | $108,922+309.3% | $100,398+344.0% | $145,978+205.4% |
| Participation rate | 0.0% | 83.0%-83.0pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 15.05% | 58.04%-43.0pp | 49.32%-34.3pp | 550.52%-535.5pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $8,450-100.0% | $8,084-100.0% | $6,690-100.0% |
| Admin fee / account holder | $121,065 | $9,680+1150.6% | $7,893+1433.8% | $13,400+803.4% |