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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 | $16,564 | $165,399-90.0% | $149,745-88.9% | $158,982-89.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.40% | 348.34%-335.9pp | 276.72%-264.3pp | 302.99%-290.6pp |
| Employer contribution / active EE | $5,487 | $5,105+7.5% | $4,646+18.1% | $4,763+15.2% |
| Participant deferral / active EE | $6,261 | $7,183-12.8% | $6,843-8.5% | $5,983+4.6% |
| Admin fee / account holder | $1,828 | $10,811-83.1% | $9,312-80.4% | $11,252-83.7% |