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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 | $11,847 | $177,156-93.3% | $147,027-91.9% | $154,746-92.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 73.7%+6.3pp | 80.7%-0.7pp |
| Annual return | 20.74% | 21.94%-1.2pp | 20.23%+0.5pp | 172.34%-151.6pp |
| Employer contribution / active EE | $2,241 | $4,336-48.3% | $3,626-38.2% | $4,379-48.8% |
| Participant deferral / active EE | $12,845 | $5,797+121.6% | $4,933+160.4% | $6,730+90.9% |
| Admin fee / account holder | $2,292 | $14,904-84.6% | $12,223-81.2% | $14,365-84.0% |