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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 | $1,092,165 | $213,957+410.5% | $149,730+629.4% | - |
| Participation rate | 0.0% | 79.5%-79.5pp | 82.5%-82.5pp | - |
| Annual return | 4.78% | 9.83%-5.0pp | 276.70%-271.9pp | - |
| Employer contribution / active EE | $0 | $3,868-100.0% | $4,645-100.0% | - |
| Participant deferral / active EE | $0 | $6,177-100.0% | $6,843-100.0% | - |
| Admin fee / account holder | $89,593 | $24,510+265.5% | $9,310+862.3% | - |