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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 | $18,973 | $196,972-90.4% | $182,262-89.6% | $198,609-90.4% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 30.23% | 158.27%-128.0pp | 140.60%-110.4pp | 202.70%-172.5pp |
| Employer contribution / active EE | $4,744 | $5,364-11.5% | $5,046-6.0% | $5,055-6.2% |
| Participant deferral / active EE | $14,066 | $8,643+62.7% | $8,276+69.9% | $6,977+101.6% |
| Admin fee / account holder | $2,860 | $18,429-84.5% | $16,712-82.9% | $19,030-85.0% |