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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 | $21,104 | $196,972-89.3% | $182,262-88.4% | $198,609-89.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.01% | 158.27%-148.3pp | 140.60%-130.6pp | 202.70%-192.7pp |
| Employer contribution / active EE | $3,733 | $5,364-30.4% | $5,046-26.0% | $5,055-26.2% |
| Participant deferral / active EE | $4,004 | $8,643-53.7% | $8,276-51.6% | $6,977-42.6% |
| Admin fee / account holder | $11,761 | $18,429-36.2% | $16,712-29.6% | $19,030-38.2% |