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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 | $528,280 | $104,116+407.4% | $71,089+643.1% | $135,380+290.2% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.6%+20.4pp | 82.6%-7.6pp |
| Annual return | -0.62% | 1256.51%-1257.1pp | 650.65%-651.3pp | 519.81%-520.4pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $2,524-100.0% | $1,873-100.0% | $5,609-100.0% |
| Admin fee / account holder | $91,576 | $4,142+2111.1% | $3,082+2870.9% | $10,828+745.7% |