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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 | $162,136-90.7% | $152,301-90.1% | $154,746-90.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.65% | 91.02%-69.4pp | 80.50%-58.9pp | 172.34%-150.7pp |
| Employer contribution / active EE | $5,099 | $4,890+4.3% | $4,624+10.3% | $4,379+16.4% |
| Participant deferral / active EE | $19,411 | $8,341+132.7% | $8,004+142.5% | $6,730+188.4% |
| Admin fee / account holder | $1,193 | $15,759-92.4% | $14,398-91.7% | $14,365-91.7% |