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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 | $13,791,681 | $534,210+2481.7% | $5,177,882+166.4% | $534,210+2481.7% |
| Participation rate | 100.0% | 89.6%+10.4pp | 75.0%+25.0pp | 89.6%+10.4pp |
| Annual return | 11.75% | 10.40%+1.4pp | 26.02%-14.3pp | 10.40%+1.4pp |
| Employer contribution / active EE | $0 | $19,440-100.0% | $3,267-100.0% | $19,440-100.0% |
| Participant deferral / active EE | $0 | $11,136-100.0% | $0 | $11,136-100.0% |
| Admin fee / account holder | $790,457 | $14,821+5233.4% | $293,909+168.9% | $14,821+5233.4% |