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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 | $5,760 | $199,109-97.1% | $173,730-96.7% | $154,746-96.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 9.57% | 20.02%-10.4pp | 19.96%-10.4pp | 172.34%-162.8pp |
| Employer contribution / active EE | $15,500 | $5,311+191.8% | $4,577+238.6% | $4,379+254.0% |
| Participant deferral / active EE | $31,700 | $7,113+345.7% | $6,326+401.1% | $6,730+371.0% |
| Admin fee / account holder | $3,478 | $20,916-83.4% | $17,523-80.2% | $14,365-75.8% |