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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 | $12,579 | $154,228-91.8% | $145,433-91.4% | $137,256-90.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.51% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $9,807 | $4,804+104.1% | $4,554+115.3% | $4,156+136.0% |
| Participant deferral / active EE | $9,869 | $8,216+20.1% | $7,897+25.0% | $6,407+54.0% |
| Admin fee / account holder | $2,663 | $14,344-81.4% | $13,129-79.7% | $12,270-78.3% |