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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 | $183,415+43.7% | $157,143+67.8% | $382,429-31.1% |
| Participation rate | 100.0% | 89.8%+10.2pp | 84.9%+15.1pp | 87.7%+12.3pp |
| Annual return | 9.10% | -8.41%+17.5pp | -5.74%+14.8pp | 248.85%-239.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,066-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $4,194-100.0% | $3,906-100.0% | $5,727-100.0% |
| Admin fee / account holder | $149,112 | $18,825+692.1% | $15,459+864.5% | $30,732+385.2% |