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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 | $2,872,068 | $217,432+1220.9% | $185,851+1445.4% | $167,553+1614.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.01% | 148.43%-133.4pp | 122.11%-107.1pp | 478.89%-463.9pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $194,167 | $19,820+879.6% | $16,245+1095.2% | $12,316+1476.5% |