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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 | $154,739 | $315,136-50.9% | $286,273-45.9% | $254,542-39.2% |
| Participation rate | 87.5% | 37.3%+50.2pp | 30.6%+56.9pp | 47.3%+40.2pp |
| Annual return | 15.31% | 10.25%+5.1pp | 10.78%+4.5pp | 12.16%+3.1pp |
| Employer contribution / active EE | $0 | $47,546-100.0% | $41,857-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $59-100.0% | $170-100.0% |
| Admin fee / account holder | $723 | $103,433-99.3% | $83,605-99.1% | $17,640-95.9% |