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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 | $13,521 | $171,930-92.1% | $151,266-91.1% | $154,746-91.3% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | 14.27% | 242.03%-227.8pp | 180.60%-166.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $7,066 | $4,710+50.0% | $4,237+66.8% | $4,379+61.4% |
| Participant deferral / active EE | $10,167 | $8,191+24.1% | $7,337+38.6% | $6,730+51.1% |
| Admin fee / account holder | $9,196 | $15,803-41.8% | $13,159-30.1% | $14,365-36.0% |