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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 | $422,127 | $124,213+239.8% | $118,106+257.4% | $154,746+172.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 10.99% | 18.29%-7.3pp | 19.44%-8.5pp | 172.34%-161.3pp |
| Employer contribution / active EE | $24,428 | $4,905+398.0% | $4,698+419.9% | $4,379+457.8% |
| Participant deferral / active EE | $79,003 | $6,859+1051.8% | $6,619+1093.6% | $6,730+1073.8% |
| Admin fee / account holder | $22,734 | $9,627+136.2% | $8,973+153.4% | $14,365+58.3% |