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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 | $7,311 | $183,516-96.0% | $155,534-95.3% | $145,884-95.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.99% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $13,909 | $5,315+161.7% | $4,675+197.5% | $4,662+198.3% |
| Participant deferral / active EE | $27,177 | $6,467+320.3% | $5,630+382.7% | $6,690+306.3% |
| Admin fee / account holder | $58,164 | $19,293+201.5% | $15,900+265.8% | $13,392+334.3% |