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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 | $15,031 | $154,228-90.3% | $145,433-89.7% | $137,256-89.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.65% | 74.59%-52.9pp | 66.58%-44.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $5,099 | $4,804+6.1% | $4,554+12.0% | $4,156+22.7% |
| Participant deferral / active EE | $19,411 | $8,216+136.2% | $7,897+145.8% | $6,407+203.0% |
| Admin fee / account holder | $1,193 | $14,344-91.7% | $13,129-90.9% | $12,270-90.3% |