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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 | $383,606 | $185,141+107.2% | $153,416+150.0% | $155,188+147.2% |
| Participation rate | 85.7% | 79.9%+5.8pp | 74.3%+11.4pp | 80.8%+4.9pp |
| Annual return | 14.60% | 18.72%-4.1pp | 17.84%-3.2pp | 148.84%-134.2pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $908 | $16,005-94.3% | $13,095-93.1% | $14,480-93.7% |