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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 | $11,471 | $167,415-93.1% | $140,514-91.8% | $198,609-94.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 7.61% | 13.85%-6.2pp | 14.36%-6.7pp | 202.70%-195.1pp |
| Employer contribution / active EE | $13,075 | $4,088+219.9% | $3,378+287.0% | $5,055+158.6% |
| Participant deferral / active EE | $29,472 | $5,579+428.3% | $4,919+499.2% | $6,977+322.4% |
| Admin fee / account holder | $19,695 | $16,730+17.7% | $13,697+43.8% | $19,030+3.5% |