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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 | $53,474 | $254,759-79.0% | $216,567-75.3% | $198,609-73.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 11.95% | 10.04%+1.9pp | 12.94%-1.0pp | 202.70%-190.7pp |
| Employer contribution / active EE | $2,796 | $6,096-54.1% | $5,216-46.4% | $5,055-44.7% |
| Participant deferral / active EE | $8,471 | $6,948+21.9% | $6,191+36.8% | $6,977+21.4% |
| Admin fee / account holder | $39,216 | $26,311+49.0% | $21,981+78.4% | $19,030+106.1% |