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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 | $598,224 | $162,136+269.0% | $152,301+292.8% | $154,746+286.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.51% | 91.02%-70.5pp | 80.50%-60.0pp | 172.34%-151.8pp |
| Employer contribution / active EE | $99,413 | $4,890+1932.9% | $4,624+2049.7% | $4,379+2170.2% |
| Participant deferral / active EE | $20,400 | $8,341+144.6% | $8,004+154.9% | $6,730+203.1% |
| Admin fee / account holder | $534,075 | $15,759+3288.9% | $14,398+3609.4% | $14,365+3617.8% |