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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 | $174,379+1030.8% | $152,093+1196.5% | $138,895+1319.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.25% | 74.86%-59.6pp | 66.36%-51.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $406,740 | $4,652+8643.6% | $4,175+9643.0% | $4,194+9597.6% |
| Participant deferral / active EE | $158,682 | $6,159+2476.4% | $5,451+2810.8% | $6,396+2380.9% |
| Admin fee / account holder | $1,091,965 | $16,880+6369.0% | $14,497+7432.6% | $12,562+8592.5% |