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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 | $6,854 | $165,399-95.9% | $149,745-95.4% | $158,982-95.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.77% | 348.34%-330.6pp | 276.72%-259.0pp | 302.99%-285.2pp |
| Employer contribution / active EE | $7,717 | $5,105+51.2% | $4,646+66.1% | $4,763+62.0% |
| Participant deferral / active EE | $8,777 | $7,183+22.2% | $6,843+28.3% | $5,983+46.7% |
| Admin fee / account holder | $1,255 | $10,811-88.4% | $9,312-86.5% | $11,252-88.8% |