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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 | $138,312-82.5% | $122,979-80.3% | $155,188-84.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 20.30% | 22.06%-1.8pp | 20.12%+0.2pp | 148.84%-128.5pp |
| Employer contribution / active EE | $7,778 | $3,530+120.3% | $3,062+154.0% | $4,248+83.1% |
| Participant deferral / active EE | $34,003 | $5,592+508.0% | $5,003+579.7% | $6,531+420.6% |
| Admin fee / account holder | $6,255 | $15,089-58.5% | $12,864-51.4% | $14,480-56.8% |