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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 | $7,516 | $165,399-95.5% | $149,745-95.0% | $158,982-95.3% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 10.31% | 348.34%-338.0pp | 276.72%-266.4pp | 302.99%-292.7pp |
| Employer contribution / active EE | $1,614 | $5,105-68.4% | $4,646-65.3% | $4,763-66.1% |
| Participant deferral / active EE | $3,088 | $7,183-57.0% | $6,843-54.9% | $5,983-48.4% |
| Admin fee / account holder | $674 | $10,811-93.8% | $9,312-92.8% | $11,252-94.0% |