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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 | $265,482 | $201,370+31.8% | $184,256+44.1% | $145,897+82.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.48% | 29.05%-18.6pp | 28.85%-18.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $20,426 | $7,024+190.8% | $6,427+217.8% | $4,663+338.1% |
| Participant deferral / active EE | $148,306 | $9,808+1412.1% | $9,133+1523.8% | $6,689+2117.1% |
| Admin fee / account holder | $288,095 | $16,364+1660.5% | $13,899+1972.7% | $13,390+2051.5% |