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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 | $12,193,492 | $554,306+2099.8% | $6,253,056+95.0% | $554,306+2099.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 66.7%+33.3pp | 84.6%+15.4pp |
| Annual return | 6.16% | 10.47%-4.3pp | 16.99%-10.8pp | 10.47%-4.3pp |
| Employer contribution / active EE | $0 | $25,289-100.0% | $9,787-100.0% | $25,289-100.0% |
| Participant deferral / active EE | $0 | $3,690-100.0% | - | $3,690-100.0% |
| Admin fee / account holder | $926,128 | $49,540+1769.4% | $463,064+100.0% | $49,540+1769.4% |