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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 | $72,396+348.4% | $67,511+380.9% | $145,959+122.4% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 11.50% | 7194.07%-7182.6pp | 3517.41%-3505.9pp | 561.95%-550.4pp |
| Employer contribution / active EE | $6,040 | $3,071+96.7% | $2,733+121.0% | $4,661+29.6% |
| Participant deferral / active EE | $15,511 | $4,781+224.4% | $4,000+287.7% | $6,689+131.9% |
| Admin fee / account holder | $124,133 | $5,538+2141.4% | $3,999+3004.3% | $13,398+826.5% |