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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $254,925 | $78,423+225.1% | $95,964+165.6% | $79,856+219.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 334.30% | 19.37%+314.9pp | 91.64%+242.7pp | 31.71%+302.6pp |
| Employer contribution / active EE | $3,734 | $1,945+91.9% | $2,541+46.9% | $2,471+51.1% |
| Participant deferral / active EE | $9,509 | $3,440+176.4% | $4,167+128.2% | $3,741+154.2% |
| Admin fee / account holder | $20,348 | $5,622+262.0% | $6,797+199.4% | $5,306+283.5% |