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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 | $26,131 | $198,457-86.8% | $170,435-84.7% | $147,586-82.3% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 11.01% | 257.30%-246.3pp | 205.94%-194.9pp | 578.59%-567.6pp |
| Employer contribution / active EE | $5,047 | $6,183-18.4% | $5,432-7.1% | $4,876+3.5% |
| Participant deferral / active EE | $12,545 | $5,629+122.8% | $4,939+154.0% | $5,439+130.7% |
| Admin fee / account holder | $26,491 | $16,852+57.2% | $13,881+90.8% | $10,886+143.4% |