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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 | $213,785-97.3% | $185,441-96.9% | $155,188-96.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 9.57% | 19.97%-10.4pp | 20.16%-10.6pp | 148.84%-139.3pp |
| Employer contribution / active EE | $15,500 | $5,393+187.4% | $4,672+231.7% | $4,248+264.9% |
| Participant deferral / active EE | $31,700 | $6,864+361.8% | $6,152+415.3% | $6,531+385.4% |
| Admin fee / account holder | $3,478 | $21,134-83.5% | $17,890-80.6% | $14,480-76.0% |