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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 | $201,264+74.5% | $184,185+90.7% | $145,978+140.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.13% | 29.00%-16.9pp | 28.81%-16.7pp | 550.52%-538.4pp |
| Employer contribution / active EE | $10,000 | $7,021+42.4% | $6,426+55.6% | $4,662+114.5% |
| Participant deferral / active EE | $28,683 | $9,806+192.5% | $9,132+214.1% | $6,690+328.8% |
| Admin fee / account holder | $23,501 | $16,376+43.5% | $13,909+69.0% | $13,400+75.4% |