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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 | $701,292 | $166,131+322.1% | $164,975+325.1% | $145,877+380.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.54% | 100.37%-82.8pp | 70.12%-52.6pp | 551.28%-533.7pp |
| Employer contribution / active EE | $5,093 | $5,276-3.5% | $4,343+17.3% | $4,663+9.2% |
| Participant deferral / active EE | $18,424 | $6,962+164.6% | $6,033+205.4% | $6,691+175.4% |
| Admin fee / account holder | $78,206 | $16,648+369.8% | $12,688+516.4% | $13,402+483.5% |