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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 | $7,518 | $162,136-95.4% | $152,301-95.1% | $154,746-95.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.25% | 91.02%-74.8pp | 80.50%-64.2pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,613 | $4,890-46.6% | $4,624-43.5% | $4,379-40.3% |
| Participant deferral / active EE | $14,535 | $8,341+74.3% | $8,004+81.6% | $6,730+116.0% |
| Admin fee / account holder | $66,112 | $15,759+319.5% | $14,398+359.2% | $14,365+360.2% |