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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,449,392 | $490,217+195.7% | $490,217+195.7% | $422,293+243.2% |
| Participation rate | 100.0% | 39.0%+61.0pp | 35.0%+65.0pp | 34.7%+65.3pp |
| Annual return | 18.42% | 7.15%+11.3pp | 7.21%+11.2pp | 12.28%+6.1pp |
| Employer contribution / active EE | $0 | $40,851-100.0% | $39,652-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $93-100.0% | $95-100.0% | $93-100.0% |
| Admin fee / account holder | $2,625 | $28,496-90.8% | $28,496-90.8% | $47,656-94.5% |