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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 | $402,675 | $177,353+127.0% | $158,226+154.5% | $198,609+102.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 14.60% | 599.50%-584.9pp | 501.41%-486.8pp | 202.70%-188.1pp |
| Employer contribution / active EE | $24,063 | $3,239+643.0% | $2,986+706.0% | $5,055+376.0% |
| Participant deferral / active EE | $31,000 | $4,615+571.7% | $4,317+618.1% | $6,977+344.3% |
| Admin fee / account holder | $39,721 | $10,960+262.4% | $10,217+288.8% | $19,030+108.7% |