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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 | $6,464 | $165,361-96.1% | $149,715-95.7% | $158,950-95.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.30% | 348.24%-339.9pp | 276.66%-268.4pp | 302.91%-294.6pp |
| Employer contribution / active EE | $4,229 | $5,103-17.1% | $4,645-9.0% | $4,762-11.2% |
| Participant deferral / active EE | $8,228 | $7,182+14.6% | $6,842+20.3% | $5,983+37.5% |
| Admin fee / account holder | $3,709 | $10,808-65.7% | $9,310-60.2% | $11,248-67.0% |