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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 | $488,917 | $185,856+163.1% | $170,028+187.6% | $139,456+250.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.28% | 60.52%-42.2pp | 53.39%-35.1pp | 373.45%-355.2pp |
| Employer contribution / active EE | $10,038 | $7,593+32.2% | $6,788+47.9% | $4,753+111.2% |
| Participant deferral / active EE | $10,168 | $11,623-12.5% | $10,409-2.3% | $6,711+51.5% |
| Admin fee / account holder | $6,653 | $15,387-56.8% | $12,820-48.1% | $11,407-41.7% |