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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 | $17,150 | $165,361-89.6% | $149,715-88.5% | $158,950-89.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.96% | 348.24%-338.3pp | 276.66%-266.7pp | 302.91%-292.9pp |
| Employer contribution / active EE | $12,491 | $5,103+144.8% | $4,645+168.9% | $4,762+162.3% |
| Participant deferral / active EE | $4,774 | $7,182-33.5% | $6,842-30.2% | $5,983-20.2% |
| Admin fee / account holder | $3,278 | $10,808-69.7% | $9,310-64.8% | $11,248-70.9% |