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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 | $183,516-99.5% | $155,534-99.4% | $145,884-99.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.43% | 61.43%-40.0pp | 64.92%-43.5pp | 551.85%-530.4pp |
| Employer contribution / active EE | $81,342 | $5,315+1430.5% | $4,675+1640.0% | $4,662+1644.7% |
| Participant deferral / active EE | $52,304 | $6,467+708.8% | $5,630+829.0% | $6,690+681.9% |
| Admin fee / account holder | $42,582 | $19,293+120.7% | $15,900+167.8% | $13,392+218.0% |