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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 | $756,520 | $227,597+232.4% | $189,575+299.1% | $167,536+351.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 20.94% | 78.44%-57.5pp | 64.19%-43.2pp | 478.82%-457.9pp |
| Employer contribution / active EE | $30,846 | $5,316+480.2% | $4,412+599.1% | $4,839+537.4% |
| Participant deferral / active EE | $18,200 | $7,002+159.9% | $6,174+194.8% | $6,342+187.0% |
| Admin fee / account holder | $6,126 | $11,877-48.4% | $9,806-37.5% | $12,315-50.3% |