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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 | $2,260 | $156,398-98.6% | $147,318-98.5% | $138,895-98.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.43% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $3,180 | $4,853-34.5% | $4,593-30.8% | $4,194-24.2% |
| Participant deferral / active EE | $4,867 | $8,237-40.9% | $7,906-38.4% | $6,396-23.9% |
| Admin fee / account holder | $748 | $14,976-95.0% | $13,708-94.5% | $12,562-94.0% |