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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 | $305,009 | $65,367+366.6% | $92,915+228.3% | $72,976+318.0% |
| Participation rate | 87.1% | 68.3%+18.8pp | 76.0%+11.1pp | 69.5%+17.6pp |
| Annual return | 20.68% | 42.11%-21.4pp | 109.45%-88.8pp | 81.02%-60.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $41,473 | $4,251+875.5% | $5,796+615.6% | $5,124+709.4% |