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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 | $5,074,586 | $520,728+874.5% | $441,613+1049.1% | $461,066+1000.6% |
| Participation rate | 100.0% | 94.0%+6.0pp | 84.6%+15.4pp | 87.7%+12.3pp |
| Annual return | 116.26% | 0.18%+116.1pp | 2.50%+113.8pp | 484.84%-368.6pp |
| Employer contribution / active EE | $0 | $6,246-100.0% | $5,532-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,143-100.0% | $6,032-100.0% |
| Admin fee / account holder | $106,366 | $14,104+654.1% | $13,817+669.8% | $28,147+277.9% |