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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 | $29,029 | $289,211-90.0% | $260,467-88.9% | $198,609-85.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 13.56% | 112.90%-99.3pp | 100.60%-87.0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $9,677 | $4,663+107.5% | $4,239+128.3% | $5,055+91.4% |
| Participant deferral / active EE | $7,901 | $6,812+16.0% | $6,319+25.0% | $6,977+13.2% |
| Admin fee / account holder | $3,039 | $16,236-81.3% | $15,461-80.3% | $19,030-84.0% |