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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 | $531,984 | $226,135+135.3% | $182,558+191.4% | $152,909+247.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 32.43% | 192.60%-160.2pp | 148.59%-116.2pp | 345.46%-313.0pp |
| Employer contribution / active EE | $29,898 | $4,979+500.5% | $4,076+633.5% | $4,764+527.6% |
| Participant deferral / active EE | $17,233 | $6,371+170.5% | $5,526+211.9% | $5,851+194.5% |
| Admin fee / account holder | $9,164 | $10,707-14.4% | $8,594+6.6% | $11,601-21.0% |