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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 | $13,661 | $178,174-92.3% | $156,181-91.3% | $137,256-90.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.41% | 84.19%-72.8pp | 64.87%-53.5pp | 220.34%-208.9pp |
| Employer contribution / active EE | $15,366 | $4,972+209.1% | $4,294+257.9% | $4,156+269.7% |
| Participant deferral / active EE | $20,656 | $6,888+199.9% | $6,132+236.8% | $6,407+222.4% |
| Admin fee / account holder | $41,052 | $17,404+135.9% | $14,586+181.4% | $12,270+234.6% |