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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 | $185,312+964.1% | $161,489+1121.0% | $154,746+1174.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.25% | 103.84%-88.6pp | 89.72%-74.5pp | 172.34%-157.1pp |
| Employer contribution / active EE | $406,740 | $4,769+8428.6% | $4,268+9429.4% | $4,379+9188.3% |
| Participant deferral / active EE | $158,682 | $6,350+2399.0% | $5,630+2718.6% | $6,730+2257.7% |
| Admin fee / account holder | $1,091,965 | $18,654+5753.6% | $16,006+6722.4% | $14,365+7501.4% |