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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 | $30,107 | $209,425-85.6% | $178,499-83.1% | $158,966-81.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.18% | 188.80%-175.6pp | 151.10%-137.9pp | 302.95%-289.8pp |
| Employer contribution / active EE | $10,879 | $5,707+90.6% | $5,011+117.1% | $4,762+128.4% |
| Participant deferral / active EE | $6,125 | $5,955+2.9% | $5,202+17.7% | $5,983+2.4% |
| Admin fee / account holder | $1,705 | $17,078-90.0% | $13,986-87.8% | $11,250-84.8% |