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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 | $261,827 | $154,228+69.8% | $145,433+80.0% | $137,256+90.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.79% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $3,968 | $4,804-17.4% | $4,554-12.9% | $4,156-4.5% |
| Participant deferral / active EE | $11,608 | $8,216+41.3% | $7,897+47.0% | $6,407+81.2% |
| Admin fee / account holder | $15,714 | $14,344+9.6% | $13,129+19.7% | $12,270+28.1% |