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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 | $24,195 | $136,860-82.3% | $120,344-79.9% | $154,746-84.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 20.30% | 21.38%-1.1pp | 20.30%0pp | 172.34%-152.0pp |
| Employer contribution / active EE | $7,778 | $3,533+120.2% | $3,020+157.5% | $4,379+77.6% |
| Participant deferral / active EE | $34,003 | $5,793+486.9% | $5,135+562.2% | $6,730+405.2% |
| Admin fee / account holder | $6,255 | $15,393-59.4% | $12,742-50.9% | $14,365-56.5% |