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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 | $356,048 | $202,345+76.0% | $172,755+106.1% | $152,885+132.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 42.47% | 1029.77%-987.3pp | 802.94%-760.5pp | 345.39%-302.9pp |
| Employer contribution / active EE | $65,228 | $5,858+1013.5% | $5,144+1168.0% | $4,763+1269.4% |
| Participant deferral / active EE | $50,339 | $5,948+746.3% | $5,198+868.5% | $5,851+760.4% |
| Admin fee / account holder | $15,286 | $17,111-10.7% | $13,955+9.5% | $11,598+31.8% |