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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 | $3,235 | $202,440-98.4% | $169,390-98.1% | $139,466-97.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.22% | 532.36%-518.1pp | 406.07%-391.9pp | 373.66%-359.4pp |
| Employer contribution / active EE | $1,355 | $4,693-71.1% | $4,013-66.2% | $4,754-71.5% |
| Participant deferral / active EE | $2,399 | $6,940-65.4% | $6,222-61.4% | $6,712-64.3% |
| Admin fee / account holder | $4,091 | $10,722-61.8% | $9,015-54.6% | $11,409-64.1% |