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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 | $1,092 | $196,972-99.4% | $182,262-99.4% | $198,609-99.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.57% | 158.27%-144.7pp | 140.60%-127.0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $3,357 | $5,364-37.4% | $5,046-33.5% | $5,055-33.6% |
| Participant deferral / active EE | $4,844 | $8,643-44.0% | $8,276-41.5% | $6,977-30.6% |
| Admin fee / account holder | $4,033 | $18,429-78.1% | $16,712-75.9% | $19,030-78.8% |