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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 | $11,056 | $105,145-89.5% | $94,664-88.3% | $139,466-92.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.31% | 38.09%-22.8pp | 156.84%-141.5pp | 373.66%-358.4pp |
| Employer contribution / active EE | $2,998 | $4,107-27.0% | $3,673-18.4% | $4,754-36.9% |
| Participant deferral / active EE | $4,917 | $7,599-35.3% | $7,417-33.7% | $6,712-26.7% |
| Admin fee / account holder | $2,212 | $8,972-75.3% | $7,222-69.4% | $11,409-80.6% |