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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 | $2,028,398 | $124,175+1533.5% | $108,405+1771.1% | $167,553+1110.6% |
| Participation rate | 92.3% | 82.3%+10.0pp | 80.1%+12.2pp | 82.1%+10.2pp |
| Annual return | 13.05% | 1380.13%-1367.1pp | 905.55%-892.5pp | 478.89%-465.8pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,343-100.0% |
| Admin fee / account holder | $20,467 | $9,457+116.4% | $7,297+180.5% | $12,316+66.2% |