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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 | $319,767 | $56,894+462.0% | $84,753+277.3% | $62,881+408.5% |
| Participation rate | 76.0% | 68.5%+7.5pp | 76.6%-0.6pp | 69.3%+6.7pp |
| Annual return | 7.54% | 6.30%+1.2pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $39,352 | $3,581+998.9% | $5,333+637.9% | $4,296+816.1% |