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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 | $14,561 | $160,028-90.9% | $147,080-90.1% | $145,884-90.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.82% | 98.60%-81.8pp | 420.17%-403.4pp | 551.85%-535.0pp |
| Employer contribution / active EE | $4,850 | $5,286-8.2% | $4,933-1.7% | $4,662+4.0% |
| Participant deferral / active EE | $20,017 | $8,422+137.7% | $8,066+148.2% | $6,690+199.2% |
| Admin fee / account holder | $7,436 | $15,030-50.5% | $12,989-42.8% | $13,392-44.5% |