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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 | $208,088+34.4% | $186,193+50.2% | $154,746+80.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 15.56% | 89.97%-74.4pp | 78.03%-62.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $54,950 | $4,340+1166.2% | $3,918+1302.4% | $4,379+1154.8% |
| Participant deferral / active EE | $438,571 | $7,078+6096.3% | $6,513+6633.7% | $6,730+6416.3% |
| Admin fee / account holder | $5,753 | $11,698-50.8% | $11,058-48.0% | $14,365-60.0% |