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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 | $406,700 | $51,708+686.5% | $106,619+281.5% | $62,881+546.8% |
| Participation rate | 80.0% | 66.9%+13.1pp | 78.0%+2.0pp | 69.3%+10.7pp |
| Annual return | 6.07% | 4.69%+1.4pp | 9.42%-3.4pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $12,293 | $3,349+267.1% | $6,418+91.5% | $4,296+186.2% |