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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 | $282,202 | $115,917+143.5% | $100,535+180.7% | $158,982+77.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.46% | 34.80%-23.3pp | 30.90%-19.4pp | 302.99%-291.5pp |
| Employer contribution / active EE | $6,480 | $4,105+57.8% | $3,419+89.5% | $4,763+36.1% |
| Participant deferral / active EE | $19,500 | $6,677+192.1% | $6,271+210.9% | $5,983+225.9% |
| Admin fee / account holder | $45,403 | $11,002+312.7% | $8,085+461.6% | $11,252+303.5% |