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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 | $781,075 | $234,077+233.7% | $189,821+311.5% | $428,746+82.2% |
| Participation rate | 100.0% | 89.5%+10.5pp | 86.3%+13.7pp | 88.2%+11.8pp |
| Annual return | 12.85% | 11789.58%-11776.7pp | 10415.09%-10402.2pp | 331.92%-319.1pp |
| Employer contribution / active EE | $0 | $4,638-100.0% | $4,181-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $5,002-100.0% | $4,116-100.0% | $5,961-100.0% |
| Admin fee / account holder | $24,000 | $9,365+156.3% | $8,718+175.3% | $31,735-24.4% |