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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 | $289,987 | $183,627+57.9% | $155,602+86.4% | $145,978+98.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.07% | 61.32%-47.2pp | 64.81%-50.7pp | 550.52%-536.4pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $62,877 | $6,466+872.5% | $5,629+1017.1% | $6,690+839.9% |
| Admin fee / account holder | $62,684 | $19,327+224.3% | $15,923+293.7% | $13,400+367.8% |