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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 | $333,312 | $209,336+59.2% | $197,124+69.1% | $137,256+142.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.23% | 48.09%-32.9pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,617 | $6,591-45.1% | $6,227-41.9% | $4,156-13.0% |
| Participant deferral / active EE | $17,160 | $9,614+78.5% | $9,135+87.9% | $6,407+167.8% |
| Admin fee / account holder | $5,714 | $17,308-67.0% | $16,298-64.9% | $12,270-53.4% |