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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 | $109,904+215.8% | $97,167+257.2% | $145,959+137.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.66% | 243.43%-234.8pp | 75.27%-66.6pp | 561.95%-553.3pp |
| Employer contribution / active EE | $20,952 | $3,084+579.3% | $2,729+667.7% | $4,661+349.5% |
| Participant deferral / active EE | $78,196 | $4,676+1572.3% | $4,264+1734.1% | $6,689+1069.1% |
| Admin fee / account holder | $421,277 | $6,216+6677.4% | $5,650+7356.0% | $13,398+3044.4% |