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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 | $291,253 | $160,070+82.0% | $147,117+98.0% | $145,897+99.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.41% | 98.69%-88.3pp | 420.54%-410.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,314 | $5,285-75.1% | $4,932-73.4% | $4,663-71.8% |
| Participant deferral / active EE | $11,317 | $8,419+34.4% | $8,065+40.3% | $6,689+69.2% |
| Admin fee / account holder | $63,576 | $15,035+322.8% | $12,993+389.3% | $13,390+374.8% |