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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 | $76,368+256.0% | $67,681+301.6% | $154,746+75.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 9.75% | 1066.77%-1057.0pp | 590.58%-580.8pp | 172.34%-162.6pp |
| Employer contribution / active EE | $26,396 | $3,151+737.6% | $2,678+885.6% | $4,379+502.8% |
| Participant deferral / active EE | $30,498 | $4,824+532.2% | $3,976+667.1% | $6,730+353.1% |
| Admin fee / account holder | $335 | $8,559-96.1% | $6,100-94.5% | $14,365-97.7% |