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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 | $252,082 | $171,272+47.2% | $127,803+97.2% | $152,885+64.9% |
| Participation rate | 85.7% | 83.5%+2.2pp | 79.0%+6.7pp | 82.5%+3.3pp |
| Annual return | 18.23% | 23.54%-5.3pp | 26.14%-7.9pp | 345.39%-327.2pp |
| Employer contribution / active EE | $0 | $5,451-100.0% | $4,576-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $58,574 | $14,540+302.9% | $9,399+523.2% | $11,598+405.0% |