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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 | $209,336-94.5% | $197,124-94.2% | $137,256-91.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.93% | 48.09%-36.2pp | 44.34%-32.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $4,176 | $6,591-36.6% | $6,227-32.9% | $4,156+0.5% |
| Participant deferral / active EE | $5,284 | $9,614-45.0% | $9,135-42.2% | $6,407-17.5% |
| Admin fee / account holder | $6,128 | $17,308-64.6% | $16,298-62.4% | $12,270-50.1% |