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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 | $162,136-91.2% | $152,301-90.6% | $154,746-90.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.28% | 91.02%-74.7pp | 80.50%-64.2pp | 172.34%-156.1pp |
| Employer contribution / active EE | $5,521 | $4,890+12.9% | $4,624+19.4% | $4,379+26.1% |
| Participant deferral / active EE | $8,782 | $8,341+5.3% | $8,004+9.7% | $6,730+30.5% |
| Admin fee / account holder | $14,340 | $15,759-9.0% | $14,398-0.4% | $14,365-0.2% |