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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 | $6,311 | $154,228-95.9% | $145,433-95.7% | $137,256-95.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.22% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $7,709 | $4,804+60.5% | $4,554+69.3% | $4,156+85.5% |
| Participant deferral / active EE | $10,497 | $8,216+27.8% | $7,897+32.9% | $6,407+63.8% |
| Admin fee / account holder | $6,712 | $14,344-53.2% | $13,129-48.9% | $12,270-45.3% |