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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 | $549,237 | $152,619+259.9% | $125,195+338.7% | $152,909+259.2% |
| Participation rate | 85.0% | 83.3%+1.7pp | 79.8%+5.2pp | 82.5%+2.5pp |
| Annual return | 21.49% | 54.85%-33.4pp | 43.79%-22.3pp | 345.46%-324.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $18,194 | $13,437+35.4% | $9,704+87.5% | $11,601+56.8% |