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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 | $10,732 | $117,859-90.9% | $102,438-89.5% | $145,959-92.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.77% | 31.72%-13.0pp | 29.37%-10.6pp | 561.95%-543.2pp |
| Employer contribution / active EE | $4,109 | $3,615+13.7% | $3,024+35.9% | $4,661-11.8% |
| Participant deferral / active EE | $36,895 | $5,732+543.7% | $5,054+630.1% | $6,689+451.6% |
| Admin fee / account holder | $5,932 | $13,318-55.5% | $9,448-37.2% | $13,398-55.7% |