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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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,170 | $142,354-91.5% | $125,529-90.3% | $155,188-92.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 13.58% | 306.06%-292.5pp | 202.56%-189.0pp | 148.84%-135.3pp |
| Employer contribution / active EE | $3,855 | $3,501+10.1% | $3,058+26.1% | $4,248-9.2% |
| Participant deferral / active EE | $1,680 | $5,491-69.4% | $4,813-65.1% | $6,531-74.3% |
| Admin fee / account holder | $1,332 | $19,392-93.1% | $16,298-91.8% | $14,480-90.8% |