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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 | $279,628 | $180,749+54.7% | $160,784+73.9% | $137,256+103.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.56% | 2234.46%-2218.9pp | 1803.92%-1788.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $54,950 | $4,155+1222.4% | $3,733+1372.1% | $4,156+1222.2% |
| Participant deferral / active EE | $438,571 | $6,844+6307.8% | $6,293+6869.3% | $6,407+6745.4% |
| Admin fee / account holder | $5,753 | $10,397-44.7% | $9,717-40.8% | $12,270-53.1% |