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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 | $3,732 | $109,372-96.6% | $89,414-95.8% | $158,966-97.7% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 13.88% | 345.55%-331.7pp | 245.50%-231.6pp | 302.95%-289.1pp |
| Employer contribution / active EE | $1,431 | $3,171-54.9% | $2,586-44.7% | $4,762-70.0% |
| Participant deferral / active EE | $2,034 | $4,598-55.8% | $3,890-47.7% | $5,983-66.0% |
| Admin fee / account holder | $845 | $6,156-86.3% | $4,883-82.7% | $11,250-92.5% |