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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 | $412,924 | $138,386+198.4% | $184,260+124.1% | $80,935+410.2% |
| Participation rate | 98.2% | 83.9%+14.3pp | 86.8%+11.4pp | 67.7%+30.5pp |
| Annual return | 73.83% | 20.02%+53.8pp | 28.84%+45.0pp | 35.66%+38.2pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,330 | $10,489-11.0% | $13,898-32.9% | $6,924+34.7% |