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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 | $346,464 | $99,345+248.7% | $84,753+308.8% | $273,972+26.5% |
| Participation rate | 81.0% | 80.7%+0.3pp | 76.6%+4.4pp | 83.0%-2.1pp |
| Annual return | 8.39% | 22.93%-14.5pp | 22.78%-14.4pp | 41.46%-33.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,144 | $6,645-22.6% | $5,333-3.5% | $10,133-49.2% |