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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 | $295,325 | $126,519+133.4% | $106,201+178.1% | $145,959+102.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.65% | 225.10%-211.5pp | 116.26%-102.6pp | 561.95%-548.3pp |
| Employer contribution / active EE | $3,000 | $3,726-19.5% | $3,170-5.4% | $4,661-35.6% |
| Participant deferral / active EE | $11,500 | $5,716+101.2% | $5,012+129.4% | $6,689+71.9% |
| Admin fee / account holder | $62,011 | $17,312+258.2% | $11,039+461.7% | $13,398+362.8% |