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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 | $465,885 | $174,379+167.2% | $152,093+206.3% | $138,895+235.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 23.29% | 74.86%-51.6pp | 66.36%-43.1pp | 145.39%-122.1pp |
| Employer contribution / active EE | $15,920 | $4,652+242.2% | $4,175+281.3% | $4,194+279.6% |
| Participant deferral / active EE | $28,710 | $6,159+366.1% | $5,451+426.7% | $6,396+348.9% |
| Admin fee / account holder | $4,294 | $16,880-74.6% | $14,497-70.4% | $12,562-65.8% |