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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 | $1,971,825 | $172,111+1045.7% | $150,298+1211.9% | $137,256+1336.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.25% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $406,740 | $4,636+8673.1% | $4,154+9691.3% | $4,156+9686.8% |
| Participant deferral / active EE | $158,682 | $6,166+2473.6% | $5,453+2810.2% | $6,407+2376.8% |
| Admin fee / account holder | $1,091,965 | $16,471+6529.6% | $14,116+7635.8% | $12,270+8799.4% |