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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 | $8,638 | $176,077-95.1% | $159,455-94.6% | $167,518-94.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.55% | 331.83%-315.3pp | 263.63%-247.1pp | 478.71%-462.2pp |
| Employer contribution / active EE | $3,524 | $5,298-33.5% | $4,830-27.0% | $4,838-27.2% |
| Participant deferral / active EE | $3,590 | $7,751-53.7% | $7,353-51.2% | $6,342-43.4% |
| Admin fee / account holder | $1,266 | $12,556-89.9% | $10,800-88.3% | $12,312-89.7% |