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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 | $8,533 | $155,555-94.5% | $146,866-94.2% | $155,188-94.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.50% | 115.41%-96.9pp | 102.85%-84.4pp | 148.84%-130.3pp |
| Employer contribution / active EE | $7,658 | $4,647+64.8% | $4,425+73.1% | $4,248+80.3% |
| Participant deferral / active EE | $15,315 | $8,044+90.4% | $7,759+97.4% | $6,531+134.5% |
| Admin fee / account holder | $1,723 | $14,755-88.3% | $13,620-87.3% | $14,480-88.1% |