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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 | $288,471 | $88,710+225.2% | $81,783+252.7% | $145,959+97.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.05% | 1027.26%-1009.2pp | 775.05%-757.0pp | 561.95%-543.9pp |
| Employer contribution / active EE | $26,306 | $3,083+753.2% | $2,913+803.2% | $4,661+464.4% |
| Participant deferral / active EE | $58,185 | $4,645+1152.7% | $4,320+1246.8% | $6,689+769.9% |
| Admin fee / account holder | $90,952 | $8,407+981.8% | $7,380+1132.4% | $13,398+578.9% |