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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 | $1,065,020 | $177,156+501.2% | $147,027+624.4% | $154,746+588.2% |
| Participation rate | 0.0% | 79.4%-79.4pp | 73.7%-73.7pp | 80.7%-80.7pp |
| Annual return | 9.15% | 21.94%-12.8pp | 20.23%-11.1pp | 172.34%-163.2pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $142,506 | $14,904+856.2% | $12,223+1065.9% | $14,365+892.0% |