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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 | $178,715 | $1,573,701-88.6% | $422,209-57.7% | $282,865-36.8% |
| Participation rate | 100.0% | 8.3%+91.7pp | 23.3%+76.7pp | 12.4%+87.6pp |
| Annual return | 10.85% | 9.74%+1.1pp | 12.68%-1.8pp | 9.89%+1.0pp |
| Employer contribution / active EE | $0 | $15,597-100.0% | $41,609-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $96-100.0% | $71-100.0% |
| Admin fee / account holder | $11,993 | $46,974-74.5% | $10,609+13.0% | $9,084+32.0% |