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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 | $17,585 | $162,136-89.2% | $152,301-88.5% | $154,746-88.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.68% | 91.02%-78.3pp | 80.50%-67.8pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,502 | $4,890-69.3% | $4,624-67.5% | $4,379-65.7% |
| Participant deferral / active EE | $28,237 | $8,341+238.5% | $8,004+252.8% | $6,730+319.5% |
| Admin fee / account holder | $4,522 | $15,759-71.3% | $14,398-68.6% | $14,365-68.5% |