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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 | $1,517 | $183,516-99.2% | $155,534-99.0% | $145,884-99.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.40% | 61.43%-45.0pp | 64.92%-48.5pp | 551.85%-535.4pp |
| Employer contribution / active EE | $14,170 | $5,315+166.6% | $4,675+203.1% | $4,662+203.9% |
| Participant deferral / active EE | $17,442 | $6,467+169.7% | $5,630+209.8% | $6,690+160.7% |
| Admin fee / account holder | $249,075 | $19,293+1191.0% | $15,900+1466.5% | $13,392+1759.9% |