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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 | $21,877 | $171,492-87.2% | $150,734-85.5% | $198,609-89.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 17.85% | 804.70%-786.9pp | 600.81%-583.0pp | 202.70%-184.9pp |
| Employer contribution / active EE | $11,114 | $5,470+103.2% | $4,918+126.0% | $5,055+119.8% |
| Participant deferral / active EE | $53,779 | $6,259+759.2% | $5,610+858.7% | $6,977+670.8% |
| Admin fee / account holder | $483 | $17,628-97.3% | $14,905-96.8% | $19,030-97.5% |