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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 | $212,386+56.9% | $199,883+66.8% | $138,895+140.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.23% | 47.75%-32.5pp | 43.81%-28.6pp | 145.39%-130.2pp |
| Employer contribution / active EE | $3,617 | $6,625-45.4% | $6,261-42.2% | $4,194-13.8% |
| Participant deferral / active EE | $17,160 | $9,617+78.4% | $9,138+87.8% | $6,396+168.3% |
| Admin fee / account holder | $5,714 | $18,233-68.7% | $17,268-66.9% | $12,562-54.5% |