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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 | $15,400 | $154,193-90.0% | $130,045-88.2% | $139,466-89.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.39% | 32.51%-16.1pp | -137.30%+153.7pp | 373.66%-357.3pp |
| Employer contribution / active EE | $4,145 | $5,292-21.7% | $4,321-4.1% | $4,754-12.8% |
| Participant deferral / active EE | $18,123 | $6,709+170.2% | $5,820+211.4% | $6,712+170.0% |
| Admin fee / account holder | $7,425 | $13,989-46.9% | $10,600-30.0% | $11,409-34.9% |