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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 | $1,048,669 | $821,658+27.6% | $740,967+41.5% | $382,429+174.2% |
| Participation rate | 100.0% | 93.5%+6.5pp | 93.1%+6.9pp | 87.7%+12.3pp |
| Annual return | 3.46% | 11.77%-8.3pp | 11.85%-8.4pp | 248.85%-245.4pp |
| Employer contribution / active EE | $0 | $11,052-100.0% | $10,506-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $6,303-100.0% | $6,284-100.0% | $5,727-100.0% |
| Admin fee / account holder | $127,500 | $85,347+49.4% | $75,689+68.5% | $30,732+314.9% |