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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 | $531,655 | $90,530+487.3% | $76,030+599.3% | $145,897+264.4% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 13.54% | 625.08%-611.5pp | 361.54%-348.0pp | 552.29%-538.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $48,972 | $8,383+484.2% | $6,421+662.7% | $13,390+265.7% |