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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 | $819,215 | $154,467+430.4% | $130,270+528.9% | $139,487+487.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 54.84% | 30.58%+24.3pp | 38.89%+15.9pp | 373.84%-319.0pp |
| Employer contribution / active EE | $0 | $5,175-100.0% | $4,128-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $8,497-100.0% | $6,797-100.0% | $6,713-100.0% |
| Admin fee / account holder | $45,409 | $9,222+392.4% | $6,022+654.0% | $11,407+298.1% |