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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 | $271,839 | $96,123+182.8% | $77,361+251.4% | $198,609+36.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 9.75% | 2054.81%-2045.1pp | 1011.54%-1001.8pp | 202.70%-193.0pp |
| Employer contribution / active EE | $26,396 | $3,791+596.3% | $2,990+782.8% | $5,055+422.1% |
| Participant deferral / active EE | $30,498 | $4,975+513.1% | $3,911+679.8% | $6,977+337.1% |
| Admin fee / account holder | $335 | $9,471-96.5% | $5,894-94.3% | $19,030-98.2% |