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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 | $49,745 | $254,759-80.5% | $216,567-77.0% | $198,609-75.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.92% | 10.04%+3.9pp | 12.94%+1.0pp | 202.70%-188.8pp |
| Employer contribution / active EE | $4,344 | $6,096-28.7% | $5,216-16.7% | $5,055-14.1% |
| Participant deferral / active EE | $11,575 | $6,948+66.6% | $6,191+87.0% | $6,977+65.9% |
| Admin fee / account holder | $4,051 | $26,311-84.6% | $21,981-81.6% | $19,030-78.7% |