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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 | $14,495 | $185,312-92.2% | $161,489-91.0% | $154,746-90.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.99% | 103.84%-90.8pp | 89.72%-76.7pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,962 | $4,769-58.9% | $4,268-54.0% | $4,379-55.2% |
| Participant deferral / active EE | $2,185 | $6,350-65.6% | $5,630-61.2% | $6,730-67.5% |
| Admin fee / account holder | $1,229 | $18,654-93.4% | $16,006-92.3% | $14,365-91.4% |