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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 | $5,378 | $138,312-96.1% | $122,979-95.6% | $155,188-96.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 18.82% | 22.06%-3.2pp | 20.12%-1.3pp | 148.84%-130.0pp |
| Employer contribution / active EE | $8,479 | $3,530+140.2% | $3,062+176.9% | $4,248+99.6% |
| Participant deferral / active EE | $14,185 | $5,592+153.6% | $5,003+183.5% | $6,531+117.2% |
| Admin fee / account holder | $5,137 | $15,089-66.0% | $12,864-60.1% | $14,480-64.5% |