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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 | $293,842 | $224,072+31.1% | $220,428+33.3% | $254,173+15.6% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | 17.98% | 99.74%-81.8pp | 90.61%-72.6pp | 259.17%-241.2pp |
| Employer contribution / active EE | $0 | $35,080-100.0% | $32,730-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $2,792 | $13,610-79.5% | $12,805-78.2% | $21,502-87.0% |