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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 | $12,466 | $185,312-93.3% | $161,489-92.3% | $154,746-91.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.86% | 103.84%-85.0pp | 89.72%-70.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $8,668 | $4,769+81.8% | $4,268+103.1% | $4,379+97.9% |
| Participant deferral / active EE | $11,321 | $6,350+78.3% | $5,630+101.1% | $6,730+68.2% |
| Admin fee / account holder | $1,738 | $18,654-90.7% | $16,006-89.1% | $14,365-87.9% |