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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 | $11,459 | $223,823-94.9% | $211,142-94.6% | $154,746-92.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 11.93% | 50.39%-38.5pp | 46.84%-34.9pp | 172.34%-160.4pp |
| Employer contribution / active EE | $4,176 | $6,787-38.5% | $6,442-35.2% | $4,379-4.6% |
| Participant deferral / active EE | $5,284 | $9,750-45.8% | $9,284-43.1% | $6,730-21.5% |
| Admin fee / account holder | $6,128 | $19,707-68.9% | $19,076-67.9% | $14,365-57.3% |