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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 | $13,015 | $185,312-93.0% | $161,489-91.9% | $154,746-91.6% |
| Participation rate | 94.7% | 82.5%+12.3pp | 78.7%+16.0pp | 80.7%+14.0pp |
| Annual return | 15.06% | 103.84%-88.8pp | 89.72%-74.7pp | 172.34%-157.3pp |
| Employer contribution / active EE | $2,588 | $4,769-45.7% | $4,268-39.4% | $4,379-40.9% |
| Participant deferral / active EE | $3,826 | $6,350-39.7% | $5,630-32.0% | $6,730-43.1% |
| Admin fee / account holder | $5,346 | $18,654-71.3% | $16,006-66.6% | $14,365-62.8% |