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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 | $734,346 | $109,967+567.8% | $97,197+655.5% | $145,877+403.4% |
| Participation rate | 0.0% | 76.0%-76.0pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | 17.22% | 244.27%-227.0pp | 75.47%-58.2pp | 551.28%-534.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $133,677 | $6,199+2056.4% | $5,637+2271.3% | $13,402+897.4% |