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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 | $288,769 | $110,303+161.8% | $95,759+201.6% | $139,487+107.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.88% | 27.19%-11.3pp | 28.42%-12.5pp | 373.84%-358.0pp |
| Employer contribution / active EE | $21,735 | $3,261+566.6% | $2,836+666.3% | $4,755+357.1% |
| Participant deferral / active EE | $30,730 | $4,674+557.4% | $4,244+624.2% | $6,713+357.8% |
| Admin fee / account holder | $28,097 | $6,615+324.7% | $5,678+394.8% | $11,407+146.3% |