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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 | $18,536 | $196,972-90.6% | $182,262-89.8% | $198,609-90.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.13% | 158.27%-149.1pp | 140.60%-131.5pp | 202.70%-193.6pp |
| Employer contribution / active EE | $5,313 | $5,364-1.0% | $5,046+5.3% | $5,055+5.1% |
| Participant deferral / active EE | $5,352 | $8,643-38.1% | $8,276-35.3% | $6,977-23.3% |
| Admin fee / account holder | $9,584 | $18,429-48.0% | $16,712-42.7% | $19,030-49.6% |