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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 | $23,418 | $212,777-89.0% | $173,703-86.5% | $198,609-88.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 19.50% | 18.82%+0.7pp | 17.46%+2.0pp | 202.70%-183.2pp |
| Employer contribution / active EE | $3,925 | $5,214-24.7% | $4,288-8.5% | $5,055-22.4% |
| Participant deferral / active EE | $5,887 | $5,697+3.3% | $4,854+21.3% | $6,977-15.6% |
| Admin fee / account holder | $356 | $19,536-98.2% | $15,562-97.7% | $19,030-98.1% |