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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 | $13,334 | $155,555-91.4% | $146,866-90.9% | $155,188-91.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 13.56% | 115.41%-101.9pp | 102.85%-89.3pp | 148.84%-135.3pp |
| Employer contribution / active EE | $5,579 | $4,647+20.1% | $4,425+26.1% | $4,248+31.3% |
| Participant deferral / active EE | $10,773 | $8,044+33.9% | $7,759+38.8% | $6,531+64.9% |
| Admin fee / account holder | $3,273 | $14,755-77.8% | $13,620-76.0% | $14,480-77.4% |