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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 | $558,609 | $169,361+229.8% | $129,397+331.7% | $145,877+282.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.30% | 14395.54%-14377.2pp | 9453.98%-9435.7pp | 551.28%-533.0pp |
| Employer contribution / active EE | $25,000 | $5,542+351.1% | $4,154+501.8% | $4,663+436.1% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $16,340 | $9,903+65.0% | $7,679+112.8% | $13,402+21.9% |