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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 | $9,597 | $155,555-93.8% | $146,866-93.5% | $155,188-93.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.42% | 115.41%-96.0pp | 102.85%-83.4pp | 148.84%-129.4pp |
| Employer contribution / active EE | $2,794 | $4,647-39.9% | $4,425-36.9% | $4,248-34.2% |
| Participant deferral / active EE | $14,395 | $8,044+78.9% | $7,759+85.5% | $6,531+120.4% |
| Admin fee / account holder | $1,000 | $14,755-93.2% | $13,620-92.7% | $14,480-93.1% |