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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 | $1,544 | $155,555-99.0% | $146,866-98.9% | $155,188-99.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.81% | 115.41%-92.6pp | 102.85%-80.0pp | 148.84%-126.0pp |
| Employer contribution / active EE | $1,710 | $4,647-63.2% | $4,425-61.4% | $4,248-59.7% |
| Participant deferral / active EE | $6,623 | $8,044-17.7% | $7,759-14.6% | $6,531+1.4% |
| Admin fee / account holder | $2,897 | $14,755-80.4% | $13,620-78.7% | $14,480-80.0% |