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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 | $5,101 | $110,240-95.4% | $96,544-94.7% | $139,487-96.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 27.22% | 26.41%+0.8pp | 25.88%+1.3pp | 373.84%-346.6pp |
| Employer contribution / active EE | $10,020 | $3,622+176.6% | $2,966+237.8% | $4,755+110.7% |
| Participant deferral / active EE | $2,468 | $5,549-55.5% | $4,851-49.1% | $6,713-63.2% |
| Admin fee / account holder | $2,036 | $11,602-82.5% | $8,254-75.3% | $11,407-82.2% |