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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 | $10,981 | $175,231-93.7% | $149,696-92.7% | $139,466-92.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.22% | 166.77%-144.5pp | 134.46%-112.2pp | 373.66%-351.4pp |
| Employer contribution / active EE | $6,224 | $5,478+13.6% | $4,821+29.1% | $4,754+30.9% |
| Participant deferral / active EE | $29,283 | $6,521+349.0% | $5,682+415.4% | $6,712+336.3% |
| Admin fee / account holder | $476 | $16,155-97.1% | $13,212-96.4% | $11,409-95.8% |