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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 | $887 | $183,627-99.5% | $155,602-99.4% | $145,978-99.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.43% | 61.32%-39.9pp | 64.81%-43.4pp | 550.52%-529.1pp |
| Employer contribution / active EE | $81,342 | $5,316+1430.1% | $4,675+1639.8% | $4,662+1644.8% |
| Participant deferral / active EE | $52,304 | $6,466+708.9% | $5,629+829.2% | $6,690+681.9% |
| Admin fee / account holder | $42,582 | $19,327+120.3% | $15,923+167.4% | $13,400+217.8% |