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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 | $180,749-97.4% | $160,784-97.0% | $137,256-96.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.83% | 2234.46%-2216.6pp | 1803.92%-1786.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,414 | $4,155-17.9% | $3,733-8.6% | $4,156-17.9% |
| Participant deferral / active EE | $12,779 | $6,844+86.7% | $6,293+103.1% | $6,407+99.5% |
| Admin fee / account holder | $1,861 | $10,397-82.1% | $9,717-80.8% | $12,270-84.8% |