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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 | $427,908 | $407,956+4.9% | $299,830+42.7% | $198,609+115.5% |
| Participation rate | 0.0% | 83.3%-83.3pp | 78.5%-78.5pp | 82.4%-82.4pp |
| Annual return | 7.13% | 6.66%+0.5pp | 10.58%-3.5pp | 202.70%-195.6pp |
| Employer contribution / active EE | $0 | $7,661-100.0% | $5,842-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $8,628-100.0% | $7,038-100.0% | $6,977-100.0% |
| Admin fee / account holder | $33,125 | $73,031-54.6% | $50,982-35.0% | $19,030+74.1% |