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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 | $10,514 | $157,829-93.3% | $136,867-92.3% | $198,609-94.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 20.46% | 51.25%-30.8pp | 42.97%-22.5pp | 202.70%-182.2pp |
| Employer contribution / active EE | $4,677 | $3,923+19.2% | $3,547+31.9% | $5,055-7.5% |
| Participant deferral / active EE | $6,292 | $5,463+15.2% | $4,924+27.8% | $6,977-9.8% |
| Admin fee / account holder | $599 | $11,107-94.6% | $10,340-94.2% | $19,030-96.9% |