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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 | $8,154 | $112,729-92.8% | $98,716-91.7% | $137,256-94.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 27.66% | 38.48%-10.8pp | 31.81%-4.2pp | 220.34%-192.7pp |
| Employer contribution / active EE | $4,480 | $2,725+64.4% | $2,279+96.6% | $4,156+7.8% |
| Participant deferral / active EE | $8,112 | $4,640+74.8% | $4,048+100.4% | $6,407+26.6% |
| Admin fee / account holder | $3,771 | $10,129-62.8% | $8,703-56.7% | $12,270-69.3% |