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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 | $757,037 | $227,399+232.9% | $189,758+298.9% | $198,609+281.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.45% | 61.03%-43.6pp | 52.62%-35.2pp | 202.70%-185.2pp |
| Employer contribution / active EE | $64,290 | $5,526+1063.4% | $4,767+1248.8% | $5,055+1171.7% |
| Participant deferral / active EE | $69,470 | $6,837+916.1% | $5,856+1086.3% | $6,977+895.7% |
| Admin fee / account holder | $2,954 | $25,162-88.3% | $20,388-85.5% | $19,030-84.5% |