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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 | $300,430 | $202,342+48.5% | $172,752+73.9% | $152,897+96.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.43% | 1029.83%-1003.4pp | 802.97%-776.5pp | 345.43%-319.0pp |
| Employer contribution / active EE | $5,739 | $5,858-2.0% | $5,144+11.6% | $4,764+20.5% |
| Participant deferral / active EE | $25,000 | $5,948+320.3% | $5,198+381.0% | $5,851+327.3% |
| Admin fee / account holder | $2,000 | $17,111-88.3% | $13,955-85.7% | $11,599-82.8% |