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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 | $1,971,539 | $1,085,749+81.6% | $891,665+121.1% | $461,066+327.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 74.3%+25.7pp | 87.7%+12.3pp |
| Annual return | 13.09% | -19.40%+32.5pp | -18.76%+31.8pp | 484.84%-471.8pp |
| Employer contribution / active EE | $0 | $8,243-100.0% | $7,212-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $3,462-100.0% | $3,726-100.0% | $6,032-100.0% |
| Admin fee / account holder | $35,079 | $16,194+116.6% | $13,309+163.6% | $28,147+24.6% |