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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 | $405,630 | $185,312+118.9% | $161,489+151.2% | $154,746+162.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.75% | 103.84%-87.1pp | 89.72%-73.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $24,854 | $4,769+421.2% | $4,268+482.3% | $4,379+467.6% |
| Participant deferral / active EE | $22,418 | $6,350+253.1% | $5,630+298.2% | $6,730+233.1% |
| Admin fee / account holder | $14,714 | $18,654-21.1% | $16,006-8.1% | $14,365+2.4% |