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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 | $391,403 | $167,533+133.6% | $151,645+158.1% | $134,545+190.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.68% | 7.81%-24.5pp | 3.34%-20.0pp | 418.37%-435.0pp |
| Employer contribution / active EE | $53,354 | $6,828+681.4% | $6,165+765.4% | $4,742+1025.2% |
| Participant deferral / active EE | $39,045 | $8,985+334.6% | $8,363+366.9% | $6,401+510.0% |
| Admin fee / account holder | $1,109,727 | $13,781+7952.8% | $11,614+9455.3% | $11,431+9608.3% |