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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 | $13,829 | $150,346-90.8% | $120,524-88.5% | $145,877-90.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.02% | 154.40%-139.4pp | 107.36%-92.3pp | 551.28%-536.3pp |
| Employer contribution / active EE | $7,636 | $4,353+75.4% | $3,469+120.1% | $4,663+63.8% |
| Participant deferral / active EE | $9,271 | $6,172+50.2% | $4,994+85.7% | $6,691+38.6% |
| Admin fee / account holder | $610 | $12,215-95.0% | $9,440-93.5% | $13,402-95.5% |