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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $397,646 | $64,138+520.0% | $112,244+254.3% | $66,923+494.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | 101.72% | -13.81%+115.5pp | 27.46%+74.3pp | 1.58%+100.1pp |
| Employer contribution / active EE | $0 | $3,006-100.0% | $3,635-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $32,879 | $625+5157.2% | $6,411+412.9% | $593+5441.2% |