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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 | $285,580 | $227,399+25.6% | $189,758+50.5% | $198,609+43.8% |
| Participation rate | 94.1% | 84.0%+10.1pp | 79.8%+14.3pp | 82.4%+11.7pp |
| Annual return | 10.05% | 61.03%-51.0pp | 52.62%-42.6pp | 202.70%-192.6pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $119,421 | $25,162+374.6% | $20,388+485.7% | $19,030+527.5% |