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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 | $25,011 | $196,972-87.3% | $182,262-86.3% | $198,609-87.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.88% | 158.27%-140.4pp | 140.60%-122.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $5,784 | $5,364+7.8% | $5,046+14.6% | $5,055+14.4% |
| Participant deferral / active EE | $14,678 | $8,643+69.8% | $8,276+77.3% | $6,977+110.4% |
| Admin fee / account holder | $6,339 | $18,429-65.6% | $16,712-62.1% | $19,030-66.7% |