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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 | $284,710 | $212,470+34.0% | $428,620-33.6% | $254,542+11.9% |
| Participation rate | 80.0% | 52.4%+27.6pp | 46.0%+34.0pp | 47.3%+32.7pp |
| Annual return | 26.98% | 21.43%+5.5pp | 20.73%+6.3pp | 12.16%+14.8pp |
| Employer contribution / active EE | $0 | $39,472-100.0% | $36,503-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $3,300 | $5,476-39.7% | $7,495-56.0% | $17,640-81.3% |