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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 | $10,751 | $99,011-89.1% | $86,582-87.6% | $147,586-92.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.10% | 1312.75%-1296.6pp | 965.08%-949.0pp | 578.59%-562.5pp |
| Employer contribution / active EE | $3,608 | $3,132+15.2% | $2,839+27.1% | $4,876-26.0% |
| Participant deferral / active EE | $9,010 | $3,972+126.8% | $3,609+149.7% | $5,439+65.7% |
| Admin fee / account holder | $1,964 | $5,709-65.6% | $4,904-60.0% | $10,886-82.0% |