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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 | $295,650 | $68,097+334.2% | $62,929+369.8% | $137,256+115.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.23% | 1859.11%-1846.9pp | 1063.93%-1051.7pp | 220.34%-208.1pp |
| Employer contribution / active EE | $725 | $2,811-74.2% | $2,505-71.1% | $4,156-82.6% |
| Participant deferral / active EE | $2,410 | $4,553-47.1% | $3,888-38.0% | $6,407-62.4% |
| Admin fee / account holder | $146,658 | $6,521+2148.9% | $5,065+2795.8% | $12,270+1095.2% |