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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 | $161,235 | $266,731-39.6% | $256,121-37.0% | $248,183-35.0% |
| Participation rate | 100.0% | 59.4%+40.6pp | 37.7%+62.3pp | 45.9%+54.1pp |
| Annual return | 23.15% | 7.61%+15.5pp | 9.60%+13.5pp | 10.21%+12.9pp |
| Employer contribution / active EE | $0 | $55,817-100.0% | $45,595-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $245-100.0% | $255-100.0% | $121-100.0% |
| Admin fee / account holder | $3,128 | $10,098-69.0% | $9,523-67.2% | $13,518-76.9% |