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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 | $311,109 | $167,362+85.9% | $143,799+116.4% | $134,532+131.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.30% | 0.47%-13.8pp | -0.04%-13.3pp | 418.27%-431.6pp |
| Employer contribution / active EE | $30,124 | $5,620+436.0% | $4,952+508.3% | $4,741+535.4% |
| Participant deferral / active EE | $88,979 | $6,447+1280.1% | $5,638+1478.1% | $6,401+1290.1% |
| Admin fee / account holder | $91,435 | $18,094+405.3% | $14,677+523.0% | $11,429+700.1% |