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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 | $12,269 | $184,014-93.3% | $161,149-92.4% | $138,895-91.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 13.13% | 21.52%-8.4pp | 21.16%-8.0pp | 145.39%-132.3pp |
| Employer contribution / active EE | $21,663 | $5,055+328.5% | $4,360+396.8% | $4,194+416.5% |
| Participant deferral / active EE | $8,561 | $6,909+23.9% | $6,153+39.1% | $6,396+33.8% |
| Admin fee / account holder | $25,818 | $18,027+43.2% | $15,194+69.9% | $12,562+105.5% |