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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 | $5,179 | $159,934-96.8% | $147,005-96.5% | $145,959-96.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.60% | 98.24%-81.6pp | 418.76%-402.2pp | 561.95%-545.3pp |
| Employer contribution / active EE | $3,543 | $5,287-33.0% | $4,934-28.2% | $4,661-24.0% |
| Participant deferral / active EE | $27,440 | $8,427+225.6% | $8,070+240.0% | $6,689+310.3% |
| Admin fee / account holder | $14,316 | $15,053-4.9% | $13,006+10.1% | $13,398+6.9% |