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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 | $462,463 | $175,259+163.9% | $149,723+208.9% | $139,487+231.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.53% | 166.82%-155.3pp | 134.50%-123.0pp | 373.84%-362.3pp |
| Employer contribution / active EE | $4,202 | $5,478-23.3% | $4,821-12.8% | $4,755-11.6% |
| Participant deferral / active EE | $16,750 | $6,522+156.8% | $5,682+194.8% | $6,713+149.5% |
| Admin fee / account holder | $30,774 | $16,158+90.5% | $13,215+132.9% | $11,407+169.8% |