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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 | $154,228+287.9% | $145,433+311.3% | $137,256+335.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.51% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $99,413 | $4,804+1969.4% | $4,554+2082.8% | $4,156+2292.0% |
| Participant deferral / active EE | $20,400 | $8,216+148.3% | $7,897+158.3% | $6,407+218.4% |
| Admin fee / account holder | $534,075 | $14,344+3623.4% | $13,129+3967.9% | $12,270+4252.6% |