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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 | $334,079 | $185,312+80.3% | $161,489+106.9% | $154,746+115.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.02% | 103.84%-83.8pp | 89.72%-69.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $3,690 | $4,769-22.6% | $4,268-13.6% | $4,379-15.7% |
| Participant deferral / active EE | $24,335 | $6,350+283.2% | $5,630+332.2% | $6,730+261.6% |
| Admin fee / account holder | $1,049 | $18,654-94.4% | $16,006-93.4% | $14,365-92.7% |