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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 | $10,697 | $135,905-92.1% | $126,068-91.5% | $198,609-94.6% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 11.02% | 14.07%-3.0pp | 15.01%-4.0pp | 202.70%-191.7pp |
| Employer contribution / active EE | $4,160 | $4,245-2.0% | $3,968+4.8% | $5,055-17.7% |
| Participant deferral / active EE | $4,157 | $8,523-51.2% | $8,214-49.4% | $6,977-40.4% |
| Admin fee / account holder | $7,873 | $21,036-62.6% | $18,264-56.9% | $19,030-58.6% |