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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 | $126,113+219.3% | $116,096+246.8% | $155,188+159.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 14.60% | 391.72%-377.1pp | 326.25%-311.6pp | 148.84%-134.2pp |
| Employer contribution / active EE | $24,063 | $2,672+800.7% | $2,503+861.2% | $4,248+466.5% |
| Participant deferral / active EE | $31,000 | $4,162+644.8% | $3,952+684.4% | $6,531+374.6% |
| Admin fee / account holder | $39,721 | $8,045+393.7% | $7,704+415.6% | $14,480+174.3% |