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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 | $14,319 | $154,228-90.7% | $145,433-90.2% | $137,256-89.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.28% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $5,521 | $4,804+14.9% | $4,554+21.2% | $4,156+32.8% |
| Participant deferral / active EE | $8,782 | $8,216+6.9% | $7,897+11.2% | $6,407+37.1% |
| Admin fee / account holder | $14,340 | $14,3440% | $13,129+9.2% | $12,270+16.9% |