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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.
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 | $263,618 | $220,827+19.4% | $183,454+43.7% | $461,066-42.8% |
| Participation rate | 100.0% | 94.1%+5.9pp | 87.7%+12.3pp | 87.7%+12.3pp |
| Annual return | 9.10% | -9.78%+18.9pp | -7.27%+16.4pp | 484.84%-475.7pp |
| Employer contribution / active EE | $0 | $8,265-100.0% | $5,911-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $5,208-100.0% | $4,746-100.0% | $6,032-100.0% |
| Admin fee / account holder | $149,112 | $33,368+346.9% | $26,209+468.9% | $28,147+429.8% |