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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 | $8,280 | $176,120-95.3% | $159,487-94.8% | $167,553-95.1% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 12.36% | 331.95%-319.6pp | 263.71%-251.3pp | 478.89%-466.5pp |
| Employer contribution / active EE | $1,395 | $5,299-73.7% | $4,831-71.1% | $4,840-71.2% |
| Participant deferral / active EE | $4,507 | $7,752-41.9% | $7,354-38.7% | $6,343-28.9% |
| Admin fee / account holder | $627 | $12,561-95.0% | $10,804-94.2% | $12,316-94.9% |