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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 | $7,169 | $139,948-94.9% | $121,663-94.1% | $154,746-95.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 9.29% | 230.52%-221.2pp | 147.54%-138.2pp | 172.34%-163.0pp |
| Employer contribution / active EE | $4,465 | $3,521+26.8% | $3,020+47.8% | $4,379+2.0% |
| Participant deferral / active EE | $6,075 | $5,629+7.9% | $4,887+24.3% | $6,730-9.7% |
| Admin fee / account holder | $5,726 | $17,321-66.9% | $14,289-59.9% | $14,365-60.1% |