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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 | $308,400 | $70,121+339.8% | $63,803+383.4% | $138,895+122.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 17.42% | 946.48%-929.1pp | 543.72%-526.3pp | 145.39%-128.0pp |
| Employer contribution / active EE | $34,500 | $2,882+1097.0% | $2,532+1262.4% | $4,194+722.6% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,686 | $6,738-45.3% | $5,196-29.1% | $12,562-70.7% |