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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 | $352,085 | $160,028+120.0% | $147,080+139.4% | $145,884+141.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 14.01% | 98.60%-84.6pp | 420.17%-406.2pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,500 | $5,286-52.7% | $4,933-49.3% | $4,662-46.4% |
| Participant deferral / active EE | $7,427 | $8,422-11.8% | $8,066-7.9% | $6,690+11.0% |
| Admin fee / account holder | $5,425 | $15,030-63.9% | $12,989-58.2% | $13,392-59.5% |