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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 | $185,908+143.4% | $146,866+208.0% | - |
| Participation rate | 0.0% | 70.0%-70.0pp | 82.5%-82.5pp | - |
| Annual return | 10.64% | 8.07%+2.6pp | 102.85%-92.2pp | - |
| Employer contribution / active EE | $0 | $3,749-100.0% | $4,425-100.0% | - |
| Participant deferral / active EE | $0 | $6,765-100.0% | $7,759-100.0% | - |
| Admin fee / account holder | $75,000 | $12,909+481.0% | $13,620+450.7% | - |