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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 | $21,446 | $118,708-81.9% | $98,920-78.3% | $158,966-86.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 21.80% | 372.49%-350.7pp | 196.47%-174.7pp | 302.95%-281.1pp |
| Employer contribution / active EE | $3,797 | $3,334+13.9% | $2,689+41.2% | $4,762-20.3% |
| Participant deferral / active EE | $6,414 | $5,089+26.0% | $4,245+51.1% | $5,983+7.2% |
| Admin fee / account holder | $1,895 | $10,134-81.3% | $6,643-71.5% | $11,250-83.2% |