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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $250,149 | $204,388+22.4% | $161,057+55.3% | $483,350-48.2% |
| Participation rate | 0.0% | 88.8%-88.8pp | 85.1%-85.1pp | 89.0%-89.0pp |
| Annual return | 12.41% | 28540.17%-28527.8pp | 27443.08%-27430.7pp | 533.38%-521.0pp |
| Employer contribution / active EE | $0 | $3,453-100.0% | $2,896-100.0% | $9,034-100.0% |
| Participant deferral / active EE | $0 | $5,201-100.0% | $4,981-100.0% | $6,196-100.0% |
| Admin fee / account holder | $13,324 | $8,136+63.8% | $7,385+80.4% | $41,445-67.9% |