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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 | $648,692 | $107,809+501.7% | $97,032+568.5% | $155,188+318.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 71.6%-71.6pp | 80.8%-80.8pp |
| Annual return | 14.71% | 38.06%-23.4pp | 35.38%-20.7pp | 148.84%-134.1pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $7,241 | $10,717-32.4% | $9,418-23.1% | $14,480-50.0% |