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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 | $672,493 | $123,750+443.4% | $69,611+866.1% | $145,877+361.0% |
| Participation rate | 75.0% | 69.2%+5.8pp | 66.4%+8.6pp | 80.3%-5.3pp |
| Annual return | 62.29% | 192.03%-129.7pp | 101.14%-38.8pp | 551.28%-489.0pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $1,709-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,243-100.0% | $2,891-100.0% | $6,691-100.0% |
| Admin fee / account holder | $328,282 | $7,817+4099.9% | $4,696+6891.2% | $13,402+2349.5% |