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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 | $351,296 | $201,259+74.5% | $184,200+90.7% | $145,959+140.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.13% | 28.98%-16.8pp | 28.80%-16.7pp | 561.95%-549.8pp |
| Employer contribution / active EE | $10,000 | $7,018+42.5% | $6,424+55.7% | $4,661+114.6% |
| Participant deferral / active EE | $28,683 | $9,806+192.5% | $9,132+214.1% | $6,689+328.8% |
| Admin fee / account holder | $23,501 | $16,372+43.5% | $13,907+69.0% | $13,398+75.4% |