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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $459,182 | $157,324+191.9% | $151,098+203.9% | $286,788+60.1% |
| Participation rate | 100.0% | 20.8%+79.2pp | 16.3%+83.7pp | 37.6%+62.4pp |
| Annual return | 6.43% | 10.67%-4.2pp | 11.31%-4.9pp | 9.30%-2.9pp |
| Employer contribution / active EE | $0 | $42,039-100.0% | $35,729-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $141-100.0% | $237-100.0% | $83-100.0% |
| Admin fee / account holder | $23,035 | $21,624+6.5% | $20,124+14.5% | $12,596+82.9% |