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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 | $22,141 | $135,905-83.7% | $126,068-82.4% | $198,609-88.9% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 14.65% | 14.07%+0.6pp | 15.01%-0.4pp | 202.70%-188.0pp |
| Employer contribution / active EE | $6,616 | $4,245+55.8% | $3,968+66.7% | $5,055+30.9% |
| Participant deferral / active EE | $27,062 | $8,523+217.5% | $8,214+229.5% | $6,977+287.9% |
| Admin fee / account holder | $4,303 | $21,036-79.5% | $18,264-76.4% | $19,030-77.4% |