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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 | $343,145 | $111,814+206.9% | $103,374+231.9% | $145,959+135.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.83% | 24.77%-5.9pp | 24.89%-6.1pp | 561.95%-543.1pp |
| Employer contribution / active EE | $21,661 | $4,214+414.1% | $3,869+459.8% | $4,661+364.7% |
| Participant deferral / active EE | $48,836 | $5,618+769.2% | $5,058+865.6% | $6,689+630.1% |
| Admin fee / account holder | $23,548 | $9,754+141.4% | $8,394+180.5% | $13,398+75.8% |