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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 | $227,405 | $496,847-54.2% | $496,847-54.2% | $484,799-53.1% |
| Participation rate | 100.0% | 92.6%+7.4pp | 92.6%+7.4pp | 91.1%+8.9pp |
| Annual return | 3.83% | 6.05%-2.2pp | 20.30%-16.5pp | 5.95%-2.1pp |
| Employer contribution / active EE | $0 | $17,763-100.0% | $18,413-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $0 | $6,361-100.0% | $5,587-100.0% | $6,572-100.0% |
| Admin fee / account holder | $17,350 | $12,651+37.1% | $12,651+37.1% | $18,209-4.7% |