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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 | $2,201 | $185,312-98.8% | $161,489-98.6% | $154,746-98.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.45% | 103.84%-85.4pp | 89.72%-71.3pp | 172.34%-153.9pp |
| Employer contribution / active EE | $5,867 | $4,769+23.0% | $4,268+37.5% | $4,379+34.0% |
| Participant deferral / active EE | $7,023 | $6,350+10.6% | $5,630+24.7% | $6,730+4.3% |
| Admin fee / account holder | $416 | $18,654-97.8% | $16,006-97.4% | $14,365-97.1% |