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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 | $487,313 | $138,102+252.9% | $125,381+288.7% | $134,532+262.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.05% | 750.73%-764.8pp | 572.31%-586.4pp | 418.27%-432.3pp |
| Employer contribution / active EE | $74,008 | $5,245+1310.9% | $4,815+1437.0% | $4,741+1461.0% |
| Participant deferral / active EE | $203,796 | $7,801+2512.6% | $7,448+2636.4% | $6,401+3083.9% |
| Admin fee / account holder | $48,672 | $11,568+320.7% | $10,007+386.4% | $11,429+325.9% |