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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 | $260,980 | $203,483+28.3% | $152,473+71.2% | $167,553+55.8% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.2%-6.8pp | 82.1%-10.7pp |
| Annual return | 23.48% | 13.80%+9.7pp | 757.59%-734.1pp | 478.89%-455.4pp |
| Employer contribution / active EE | $0 | $5,219-100.0% | $4,326-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,817-100.0% | $6,343-100.0% |
| Admin fee / account holder | $21,169 | $22,521-6.0% | $15,811+33.9% | $12,316+71.9% |