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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 | $11,428 | $234,190-95.1% | $180,320-93.7% | $198,609-94.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 40.37% | 1057.44%-1017.1pp | 778.54%-738.2pp | 202.70%-162.3pp |
| Employer contribution / active EE | $61,564 | $5,258+1071.0% | $4,108+1398.8% | $5,055+1117.8% |
| Participant deferral / active EE | $91,500 | $4,988+1734.2% | $4,304+2025.8% | $6,977+1211.5% |
| Admin fee / account holder | $6,563 | $12,558-47.7% | $10,000-34.4% | $19,030-65.5% |