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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 | $25,006 | $152,619-83.6% | $125,195-80.0% | $152,909-83.6% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 22.41% | 54.85%-32.4pp | 43.79%-21.4pp | 345.46%-323.1pp |
| Employer contribution / active EE | $12,543 | $4,947+153.5% | $3,866+224.4% | $4,764+163.3% |
| Participant deferral / active EE | $17,351 | $5,869+195.7% | $4,937+251.4% | $5,851+196.5% |
| Admin fee / account holder | $16,493 | $13,437+22.7% | $9,704+70.0% | $11,601+42.2% |