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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 | $18,633 | $178,174-89.5% | $156,181-88.1% | $137,256-86.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.50% | 84.19%-70.7pp | 64.87%-51.4pp | 220.34%-206.8pp |
| Employer contribution / active EE | $39,075 | $4,972+686.0% | $4,294+810.0% | $4,156+840.2% |
| Participant deferral / active EE | $52,569 | $6,888+663.2% | $6,132+757.3% | $6,407+720.5% |
| Admin fee / account holder | $20,733 | $17,404+19.1% | $14,586+42.1% | $12,270+69.0% |