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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 | $8,995 | $211,288-95.7% | $178,540-95.0% | $145,884-93.8% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 13.90% | 30.27%-16.4pp | 27.15%-13.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $4,742 | $4,574+3.7% | $3,953+20.0% | $4,662+1.7% |
| Participant deferral / active EE | $12,526 | $6,967+79.8% | $6,281+99.4% | $6,690+87.2% |
| Admin fee / account holder | $1,513 | $12,105-87.5% | $10,424-85.5% | $13,392-88.7% |