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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 | $1,887,763 | $167,353+1028.0% | $143,797+1212.8% | $134,545+1303.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.30% | 0.48%-12.8pp | -0.04%-12.3pp | 418.37%-430.7pp |
| Employer contribution / active EE | $43,411 | $5,620+672.4% | $4,952+776.6% | $4,742+815.5% |
| Participant deferral / active EE | $27,000 | $6,447+318.8% | $5,638+378.9% | $6,401+321.8% |
| Admin fee / account holder | $115,104 | $18,096+536.1% | $14,679+684.1% | $11,431+907.0% |