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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 | $12,162,018 | $564,480+2054.6% | $6,201,688+96.1% | $564,480+2054.6% |
| Participation rate | 100.0% | 89.1%+10.9pp | 66.7%+33.3pp | 89.1%+10.9pp |
| Annual return | -12.13% | -14.07%+1.9pp | 2.24%-14.4pp | -14.07%+1.9pp |
| Employer contribution / active EE | $0 | $29,221-100.0% | $9,967-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $0 | $5,729-100.0% | - | $5,729-100.0% |
| Admin fee / account holder | $1,025,508 | $27,140+3678.6% | $514,809+99.2% | $27,140+3678.6% |