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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 | $1,675,466 | $185,312+804.1% | $161,489+937.5% | $154,746+982.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.13% | 103.84%-90.7pp | 89.72%-76.6pp | 172.34%-159.2pp |
| Employer contribution / active EE | $276,214 | $4,769+5691.7% | $4,268+6371.3% | $4,379+6207.6% |
| Participant deferral / active EE | $54,500 | $6,350+758.3% | $5,630+868.1% | $6,730+709.8% |
| Admin fee / account holder | $124,746 | $18,654+568.7% | $16,006+679.4% | $14,365+768.4% |