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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 | $101,618+296.3% | $93,063+332.7% | $137,256+193.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.60% | 223.95%-209.3pp | 34.15%-19.6pp | 220.34%-205.7pp |
| Employer contribution / active EE | $24,063 | $2,707+788.9% | $2,476+871.8% | $4,156+479.0% |
| Participant deferral / active EE | $31,000 | $4,279+624.4% | $3,958+683.2% | $6,407+383.9% |
| Admin fee / account holder | $39,721 | $6,198+540.8% | $6,033+558.4% | $12,270+223.7% |