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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 | $5,065 | $117,829-95.7% | $102,423-95.1% | $145,877-96.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 31.83%-31.8pp | 29.42%-29.4pp | 551.28%-551.3pp |
| Employer contribution / active EE | $18,243 | $3,615+404.7% | $3,023+503.5% | $4,663+291.2% |
| Participant deferral / active EE | $21,250 | $5,732+270.7% | $5,054+320.4% | $6,691+217.6% |
| Admin fee / account holder | $19,696 | $13,335+47.7% | $9,455+108.3% | $13,402+47.0% |