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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 | $345,858 | $59,332+482.9% | $90,223+283.3% | $59,633+480.0% |
| Participation rate | 92.5% | 71.9%+20.6pp | 79.0%+13.5pp | 68.7%+23.8pp |
| Annual return | -2.32% | 3.25%-5.6pp | 1.31%-3.6pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $4,378-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $4,369-100.0% | $5,792-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,585 | $5,032+11.0% | $7,406-24.6% | $4,297+30.0% |