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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 | $17,585 | $196,972-91.1% | $182,262-90.4% | $198,609-91.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.68% | 158.27%-145.6pp | 140.60%-127.9pp | 202.70%-190.0pp |
| Employer contribution / active EE | $1,502 | $5,364-72.0% | $5,046-70.2% | $5,055-70.3% |
| Participant deferral / active EE | $28,237 | $8,643+226.7% | $8,276+241.2% | $6,977+304.7% |
| Admin fee / account holder | $4,522 | $18,429-75.5% | $16,712-72.9% | $19,030-76.2% |