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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 | $296,989 | $91,559+224.4% | $133,978+121.7% | $79,856+271.9% |
| Participation rate | 98.5% | 73.3%+25.1pp | 79.8%+18.6pp | 69.6%+28.8pp |
| Annual return | 75.01% | 61.85%+13.2pp | 45.10%+29.9pp | 31.71%+43.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,803 | $6,321+39.3% | $8,930-1.4% | $5,306+65.9% |