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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 | $13,104 | $165,381-92.1% | $149,730-91.2% | $158,966-91.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.85% | 348.29%-329.4pp | 276.70%-257.8pp | 302.95%-284.1pp |
| Employer contribution / active EE | $22,199 | $5,104+334.9% | $4,645+377.9% | $4,762+366.1% |
| Participant deferral / active EE | $3,229 | $7,182-55.0% | $6,843-52.8% | $5,983-46.0% |
| Admin fee / account holder | $481 | $10,809-95.5% | $9,310-94.8% | $11,250-95.7% |