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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 | $452,406 | $147,711+206.3% | $147,318+207.1% | - |
| Participation rate | 0.0% | 70.2%-70.2pp | 82.1%-82.1pp | - |
| Annual return | 10.64% | 31.99%-21.3pp | 70.43%-59.8pp | - |
| Employer contribution / active EE | $0 | $3,469-100.0% | $4,593-100.0% | - |
| Participant deferral / active EE | $0 | $6,213-100.0% | $7,906-100.0% | - |
| Admin fee / account holder | $75,000 | $9,311+705.5% | $13,708+447.1% | - |