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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 | $4,233 | $289,211-98.5% | $260,467-98.4% | $198,609-97.9% |
| Participation rate | 84.6% | 83.1%+1.5pp | 80.5%+4.2pp | 82.4%+2.2pp |
| Annual return | 20.28% | 112.90%-92.6pp | 100.60%-80.3pp | 202.70%-182.4pp |
| Employer contribution / active EE | $1,757 | $4,663-62.3% | $4,239-58.6% | $5,055-65.3% |
| Participant deferral / active EE | $5,266 | $6,812-22.7% | $6,319-16.7% | $6,977-24.5% |
| Admin fee / account holder | $714 | $16,236-95.6% | $15,461-95.4% | $19,030-96.2% |