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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 | $288,835 | $148,623+94.3% | $135,974+112.4% | $139,466+107.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.71% | 79.30%-58.6pp | 68.30%-47.6pp | 373.66%-353.0pp |
| Employer contribution / active EE | $5,600 | $5,246+6.7% | $4,859+15.3% | $4,754+17.8% |
| Participant deferral / active EE | $31,316 | $8,103+286.5% | $7,760+303.6% | $6,712+366.6% |
| Admin fee / account holder | $567 | $12,406-95.4% | $10,767-94.7% | $11,409-95.0% |