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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 | $196,972+32.9% | $182,262+43.7% | $198,609+31.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.79% | 158.27%-145.5pp | 140.60%-127.8pp | 202.70%-189.9pp |
| Employer contribution / active EE | $3,968 | $5,364-26.0% | $5,046-21.4% | $5,055-21.5% |
| Participant deferral / active EE | $11,608 | $8,643+34.3% | $8,276+40.2% | $6,977+66.4% |
| Admin fee / account holder | $15,714 | $18,429-14.7% | $16,712-6.0% | $19,030-17.4% |