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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,467 | $138,102+127.0% | $125,381+150.0% | $134,532+133.0% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -16.86% | 750.73%-767.6pp | 572.31%-589.2pp | 418.27%-435.1pp |
| Employer contribution / active EE | $7,939 | $5,245+51.4% | $4,815+64.9% | $4,741+67.5% |
| Participant deferral / active EE | $11,213 | $7,801+43.8% | $7,448+50.6% | $6,401+75.2% |
| Admin fee / account holder | $34,291 | $11,568+196.4% | $10,007+242.7% | $11,429+200.0% |