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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 | $807,870+144.0% | $617,696+219.2% | $382,429+415.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 78.0%+22.0pp | 87.7%+12.3pp |
| Annual return | 13.09% | -18.92%+32.0pp | -18.09%+31.2pp | 248.85%-235.8pp |
| Employer contribution / active EE | $0 | $5,908-100.0% | $4,847-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $5,915-100.0% | $5,332-100.0% | $5,727-100.0% |
| Admin fee / account holder | $35,079 | $13,715+155.8% | $10,961+220.0% | $30,732+14.1% |