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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 | $10,816 | $196,972-94.5% | $182,262-94.1% | $198,609-94.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.21% | 158.27%-140.1pp | 140.60%-122.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $6,600 | $5,364+23.1% | $5,046+30.8% | $5,055+30.6% |
| Participant deferral / active EE | $6,600 | $8,643-23.6% | $8,276-20.3% | $6,977-5.4% |
| Admin fee / account holder | $3,911 | $18,429-78.8% | $16,712-76.6% | $19,030-79.4% |