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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 | $348,725 | $97,881+256.3% | $80,004+335.9% | $125,388+178.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 73.0%+7.0pp | 83.2%-3.2pp |
| Annual return | 6.93% | 9.36%-2.4pp | 7.63%-0.7pp | 282.24%-275.3pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $157,859 | $6,278+2414.6% | $5,033+3036.2% | $9,541+1554.6% |