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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 | $2,496,384 | $411,933+506.0% | $130,660+1810.6% | - |
| Participation rate | 0.0% | 58.7%-58.7pp | 71.7%-71.7pp | - |
| Annual return | 23.52% | 4.27%+19.3pp | 1709.29%-1685.8pp | - |
| Employer contribution / active EE | $0 | $1,020-100.0% | $4,092-100.0% | - |
| Participant deferral / active EE | $0 | $2,902-100.0% | $3,603-100.0% | - |
| Admin fee / account holder | $186,071 | $16,936+998.6% | $5,463+3305.9% | - |