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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 | $3,519 | $185,312-98.1% | $161,489-97.8% | $154,746-97.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.56% | 103.84%-93.3pp | 89.72%-79.2pp | 172.34%-161.8pp |
| Employer contribution / active EE | $3,005 | $4,769-37.0% | $4,268-29.6% | $4,379-31.4% |
| Participant deferral / active EE | $4,088 | $6,350-35.6% | $5,630-27.4% | $6,730-39.3% |
| Admin fee / account holder | $3,493 | $18,654-81.3% | $16,006-78.2% | $14,365-75.7% |