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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 | $475,133 | $124,175+282.6% | $108,405+338.3% | $167,536+183.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.67% | 1380.13%-1368.5pp | 905.55%-893.9pp | 478.82%-467.2pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,342-100.0% |
| Admin fee / account holder | $18,810 | $9,457+98.9% | $7,297+157.8% | $12,315+52.7% |