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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 | $5,678 | $160,070-96.5% | $147,117-96.1% | $145,897-96.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.07% | 98.69%-83.6pp | 420.54%-405.5pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,250 | $5,285-57.4% | $4,932-54.4% | $4,663-51.7% |
| Participant deferral / active EE | $11,250 | $8,419+33.6% | $8,065+39.5% | $6,689+68.2% |
| Admin fee / account holder | $1,804 | $15,035-88.0% | $12,993-86.1% | $13,390-86.5% |