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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 | $14,714,779 | $484,799+2935.2% | $8,034,787+83.1% | $484,799+2935.2% |
| Participation rate | 100.0% | 91.1%+8.9pp | 66.7%+33.3pp | 91.1%+8.9pp |
| Annual return | 8.39% | 5.95%+2.4pp | 8.61%-0.2pp | 5.95%+2.4pp |
| Employer contribution / active EE | $0 | $27,493-100.0% | $1,534-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $0 | $6,572-100.0% | $0 | $6,572-100.0% |
| Admin fee / account holder | $732,615 | $18,209+3923.3% | $366,308+100.0% | $18,209+3923.3% |