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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 | $281,654 | $147,556+90.9% | $129,031+118.3% | $198,609+41.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 17.18% | 37.41%-20.2pp | 34.67%-17.5pp | 202.70%-185.5pp |
| Employer contribution / active EE | $2,615 | $3,645-28.3% | $3,226-18.9% | $5,055-48.3% |
| Participant deferral / active EE | $31,000 | $5,760+438.2% | $5,217+494.2% | $6,977+344.3% |
| Admin fee / account holder | $200,140 | $15,467+1194.0% | $13,208+1415.3% | $19,030+951.7% |