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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 | $455,745 | $126,636+259.9% | $312,151+46.0% | $116,462+291.3% |
| Participation rate | 97.3% | 82.6%+14.7pp | 89.1%+8.2pp | 74.7%+22.6pp |
| Annual return | 18.23% | 15.31%+2.9pp | 1.82%+16.4pp | 15.65%+2.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $8,031-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $0 | $4,369-100.0% | $5,370-100.0% | $3,836-100.0% |
| Admin fee / account holder | $723 | $16,098-95.5% | $51,799-98.6% | $12,754-94.3% |