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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 | $644,798 | $334,829+92.6% | $152,093+323.9% | - |
| Participation rate | 0.0% | 49.1%-49.1pp | 77.8%-77.8pp | - |
| Annual return | 9.30% | 11.73%-2.4pp | 66.36%-57.1pp | - |
| Employer contribution / active EE | $0 | $938-100.0% | $4,175-100.0% | - |
| Participant deferral / active EE | $0 | $1,779-100.0% | $5,451-100.0% | - |
| Admin fee / account holder | $210,920 | $73,095+188.6% | $14,497+1355.0% | - |