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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 | $646,394 | $444,907+45.3% | $304,612+112.2% | $382,429+69.0% |
| Participation rate | 71.4% | 89.6%-18.2pp | 81.9%-10.5pp | 87.7%-16.3pp |
| Annual return | 10.83% | 345.83%-335.0pp | 329.91%-319.1pp | 248.85%-238.0pp |
| Employer contribution / active EE | $0 | $10,568-100.0% | $7,476-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $7,127-100.0% | $5,388-100.0% | $5,727-100.0% |
| Admin fee / account holder | $14,476 | $16,329-11.3% | $12,962+11.7% | $30,732-52.9% |