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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 | $7,203 | $155,555-95.4% | $146,866-95.1% | $155,188-95.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 11.07% | 115.41%-104.3pp | 102.85%-91.8pp | 148.84%-137.8pp |
| Employer contribution / active EE | $6,257 | $4,647+34.7% | $4,425+41.4% | $4,248+47.3% |
| Participant deferral / active EE | $7,078 | $8,044-12.0% | $7,759-8.8% | $6,531+8.4% |
| Admin fee / account holder | $1,077 | $14,755-92.7% | $13,620-92.1% | $14,480-92.6% |