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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 | $461,584 | $227,399+103.0% | $189,758+143.2% | $198,609+132.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.29% | 61.03%-52.7pp | 52.62%-44.3pp | 202.70%-194.4pp |
| Employer contribution / active EE | $1,763 | $5,526-68.1% | $4,767-63.0% | $5,055-65.1% |
| Participant deferral / active EE | $15,250 | $6,837+123.1% | $5,856+160.4% | $6,977+118.6% |
| Admin fee / account holder | $12,470 | $25,162-50.4% | $20,388-38.8% | $19,030-34.5% |