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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 | $20,903 | $201,344-89.6% | $184,243-88.7% | $145,877-85.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.97% | 29.01%-6.0pp | 28.82%-5.8pp | 551.28%-528.3pp |
| Employer contribution / active EE | $54,022 | $7,022+669.3% | $6,427+740.6% | $4,663+1058.5% |
| Participant deferral / active EE | $128,033 | $9,807+1205.6% | $9,132+1302.0% | $6,691+1813.6% |
| Admin fee / account holder | $4,951 | $16,382-69.8% | $13,914-64.4% | $13,402-63.1% |