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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 | $28,777 | $153,769-81.3% | $133,975-78.5% | $273,972-89.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.56% | 36.51%-31.9pp | 29.29%-24.7pp | 41.46%-36.9pp |
| Employer contribution / active EE | $12,615 | $6,029+109.2% | $5,211+142.1% | $4,869+159.1% |
| Participant deferral / active EE | $25,230 | $6,958+262.6% | $6,282+301.6% | $5,287+377.2% |
| Admin fee / account holder | $48,234 | $11,765+310.0% | $9,324+417.3% | $10,133+376.0% |