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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 | $1,040,936 | $225,135+362.4% | $123,894+740.2% | - |
| Participation rate | 0.0% | 69.5%-69.5pp | 81.4%-81.4pp | - |
| Annual return | 5.43% | 8.01%-2.6pp | 47.52%-42.1pp | - |
| Employer contribution / active EE | $0 | $2,580-100.0% | $4,617-100.0% | - |
| Participant deferral / active EE | $0 | $4,315-100.0% | $5,984-100.0% | - |
| Admin fee / account holder | $36,781 | $19,833+85.5% | $8,357+340.1% | - |