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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 | $480,127 | $227,399+111.1% | $189,758+153.0% | $198,609+141.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.32% | 61.03%-45.7pp | 52.62%-37.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $41,000 | $5,526+641.9% | $4,767+760.2% | $5,055+711.0% |
| Participant deferral / active EE | $27,229 | $6,837+298.3% | $5,856+365.0% | $6,977+290.3% |
| Admin fee / account holder | $127,177 | $25,162+405.4% | $20,388+523.8% | $19,030+568.3% |