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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 | $506,257 | $233,029+117.3% | $150,734+235.9% | - |
| Participation rate | 0.0% | 65.5%-65.5pp | 78.4%-78.4pp | - |
| Annual return | 3.47% | 5.57%-2.1pp | 600.81%-597.3pp | - |
| Employer contribution / active EE | $0 | $2,250-100.0% | $4,918-100.0% | - |
| Participant deferral / active EE | $0 | $4,212-100.0% | $5,610-100.0% | - |
| Admin fee / account holder | $20,403 | $49,244-58.6% | $14,905+36.9% | - |