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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 | $21,545 | $171,492-87.4% | $150,734-85.7% | $198,609-89.2% |
| Participation rate | 93.3% | 81.4%+11.9pp | 78.4%+14.9pp | 82.4%+11.0pp |
| Annual return | 27.10% | 804.70%-777.6pp | 600.81%-573.7pp | 202.70%-175.6pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,917 | $17,628-89.1% | $14,905-87.1% | $19,030-89.9% |