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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 | $455,860 | $415,031+9.8% | $295,226+54.4% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.7%-14.7pp | - |
| Annual return | 2.23% | 15.23%-13.0pp | 4.64%-2.4pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $35,349-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $461-100.0% | - |
| Admin fee / account holder | $2,019,462 | $113,846+1673.8% | $343,074+488.6% | - |