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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 | $1,736,575 | $295,923+486.8% | $239,403+625.4% | $382,429+354.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.2%+17.8pp | 87.7%+12.3pp |
| Annual return | 15.94% | 1.75%+14.2pp | 3.34%+12.6pp | 248.85%-232.9pp |
| Employer contribution / active EE | $0 | $5,859-100.0% | $4,656-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $4,814-100.0% | $4,239-100.0% | $5,727-100.0% |
| Admin fee / account holder | $13,520 | $26,025-48.1% | $21,121-36.0% | $30,732-56.0% |