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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 | $16,723 | $176,105-90.5% | $159,474-89.5% | $167,536-90.0% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 14.13% | 331.91%-317.8pp | 263.68%-249.5pp | 478.82%-464.7pp |
| Employer contribution / active EE | $10,759 | $5,299+103.0% | $4,831+122.7% | $4,839+122.3% |
| Participant deferral / active EE | $6,488 | $7,751-16.3% | $7,353-11.8% | $6,342+2.3% |
| Admin fee / account holder | $3,006 | $12,559-76.1% | $10,802-72.2% | $12,315-75.6% |