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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 | $11,166 | $289,211-96.1% | $260,467-95.7% | $198,609-94.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 16.09% | 112.90%-96.8pp | 100.60%-84.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $10,168 | $4,663+118.1% | $4,239+139.9% | $5,055+101.1% |
| Participant deferral / active EE | $23,699 | $6,812+247.9% | $6,319+275.0% | $6,977+239.7% |
| Admin fee / account holder | $1,635 | $16,236-89.9% | $15,461-89.4% | $19,030-91.4% |