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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 | $324,651 | $72,446+348.1% | $67,561+380.5% | $145,877+122.6% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 11.50% | 7211.98%-7200.5pp | 3525.44%-3513.9pp | 551.28%-539.8pp |
| Employer contribution / active EE | $6,040 | $3,072+96.6% | $2,735+120.8% | $4,663+29.5% |
| Participant deferral / active EE | $15,511 | $4,785+224.2% | $4,003+287.5% | $6,691+131.8% |
| Admin fee / account holder | $124,133 | $5,541+2140.2% | $4,006+2999.0% | $13,402+826.2% |