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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 | $382,374 | $172,111+122.2% | $150,298+154.4% | $137,256+178.6% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 15.02% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $52,680 | $4,636+1036.3% | $4,154+1168.2% | $4,156+1167.6% |
| Participant deferral / active EE | $27,749 | $6,166+350.1% | $5,453+408.9% | $6,407+333.1% |
| Admin fee / account holder | $130,297 | $16,471+691.1% | $14,116+823.1% | $12,270+961.9% |