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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 | $518,936 | $231,535+124.1% | $231,535+124.1% | $418,949+23.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 45.5%+54.5pp | 35.7%+64.3pp |
| Annual return | 14.72% | 12.59%+2.1pp | 12.92%+1.8pp | 15.19%-0.5pp |
| Employer contribution / active EE | $0 | $27,595-100.0% | $24,425-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $19-100.0% | $18-100.0% | $86-100.0% |
| Admin fee / account holder | $814,473 | $262,349+210.5% | $262,349+210.5% | $50,584+1510.1% |