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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 | $108,882+158.7% | $96,754+191.1% | $154,746+82.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 17.18% | 98.39%-81.2pp | 82.04%-64.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,615 | $3,018-13.4% | $2,679-2.4% | $4,379-40.3% |
| Participant deferral / active EE | $31,000 | $5,323+482.4% | $4,758+551.5% | $6,730+360.6% |
| Admin fee / account holder | $200,140 | $10,200+1862.1% | $8,905+2147.6% | $14,365+1293.2% |