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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 | $398,924 | $227,399+75.4% | $189,758+110.2% | $198,609+100.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.11% | 61.03%-47.9pp | 52.62%-39.5pp | 202.70%-189.6pp |
| Employer contribution / active EE | $15,118 | $5,526+173.6% | $4,767+217.2% | $5,055+199.0% |
| Participant deferral / active EE | $31,000 | $6,837+353.4% | $5,856+429.4% | $6,977+344.3% |
| Admin fee / account holder | $875 | $25,162-96.5% | $20,388-95.7% | $19,030-95.4% |