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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 | $440,321 | $108,201+306.9% | $77,498+468.2% | $158,931+177.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 26.70% | 31.68%-5.0pp | 54.79%-28.1pp | 302.86%-276.2pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $2,457-100.0% | $1,861-100.0% | $5,982-100.0% |
| Admin fee / account holder | $8,404 | $3,709+126.6% | $2,858+194.0% | $11,247-25.3% |