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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 | $363,589 | $102,616+254.3% | $81,981+343.5% | $158,931+128.8% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.3%+19.6pp | 82.0%+6.9pp |
| Annual return | 12.37% | 61.05%-48.7pp | 41.31%-28.9pp | 302.86%-290.5pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $3,722-100.0% | $5,982-100.0% |
| Admin fee / account holder | $7,155 | $8,236-13.1% | $5,664+26.3% | $11,247-36.4% |