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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 | $347,070 | $110,039+215.4% | $97,260+256.8% | $145,884+137.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.66% | 244.44%-235.8pp | 75.54%-66.9pp | 551.85%-543.2pp |
| Employer contribution / active EE | $20,952 | $3,074+581.5% | $2,721+669.9% | $4,662+349.4% |
| Participant deferral / active EE | $78,196 | $4,674+1573.1% | $4,262+1734.9% | $6,690+1068.9% |
| Admin fee / account holder | $421,277 | $6,204+6690.9% | $5,640+7369.7% | $13,392+3045.8% |