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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 | $328,939 | $289,211+13.7% | $260,467+26.3% | $198,609+65.6% |
| Participation rate | 75.0% | 83.1%-8.1pp | 80.5%-5.5pp | 82.4%-7.4pp |
| Annual return | 13.15% | 112.90%-99.7pp | 100.60%-87.4pp | 202.70%-189.5pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $13,530 | $16,236-16.7% | $15,461-12.5% | $19,030-28.9% |