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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 | $4,785 | $289,211-98.3% | $260,467-98.2% | $198,609-97.6% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 17.83% | 112.90%-95.1pp | 100.60%-82.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $3,414 | $4,663-26.8% | $4,239-19.5% | $5,055-32.5% |
| Participant deferral / active EE | $12,779 | $6,812+87.6% | $6,319+102.2% | $6,977+83.2% |
| Admin fee / account holder | $1,861 | $16,236-88.5% | $15,461-88.0% | $19,030-90.2% |