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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 | $27,391 | $209,422-86.9% | $178,503-84.7% | $158,982-82.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.12% | 188.81%-171.7pp | 151.12%-134.0pp | 302.99%-285.9pp |
| Employer contribution / active EE | $23,812 | $5,707+317.2% | $5,011+375.2% | $4,763+399.9% |
| Participant deferral / active EE | $32,344 | $5,955+443.1% | $5,202+521.7% | $5,983+440.5% |
| Admin fee / account holder | $586 | $17,079-96.6% | $13,987-95.8% | $11,252-94.8% |