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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 | $252,678 | $115,225+119.3% | $100,712+150.9% | $138,895+81.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 15.36% | 40.35%-25.0pp | 33.27%-17.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $13,897 | $2,771+401.5% | $2,313+500.9% | $4,194+231.3% |
| Participant deferral / active EE | $52,379 | $4,699+1014.6% | $4,085+1182.2% | $6,396+718.9% |
| Admin fee / account holder | $14,471 | $10,844+33.5% | $9,256+56.3% | $12,562+15.2% |