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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 | $3,290 | $755,339-99.6% | $379,746-99.1% | $158,982-97.9% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 53.41%-53.4pp | 34.90%-34.9pp | 302.99%-303.0pp |
| Employer contribution / active EE | $16,287 | $4,685+247.6% | $3,540+360.1% | $4,763+242.0% |
| Participant deferral / active EE | $25,795 | $7,938+225.0% | $6,024+328.2% | $5,983+331.1% |
| Admin fee / account holder | $11,739 | $14,482-18.9% | $7,927+48.1% | $11,252+4.3% |