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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 | $4,194 | $199,109-97.9% | $173,730-97.6% | $154,746-97.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 9.29% | 20.02%-10.7pp | 19.96%-10.7pp | 172.34%-163.0pp |
| Employer contribution / active EE | $3,495 | $5,311-34.2% | $4,577-23.6% | $4,379-20.2% |
| Participant deferral / active EE | $6,629 | $7,113-6.8% | $6,326+4.8% | $6,730-1.5% |
| Admin fee / account holder | $2,112 | $20,916-89.9% | $17,523-87.9% | $14,365-85.3% |