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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 | $12,990 | $150,447-91.4% | $136,298-90.5% | $147,586-91.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.87% | 1049.15%-1030.3pp | 5156.27%-5137.4pp | 578.59%-559.7pp |
| Employer contribution / active EE | $1,226 | $5,256-76.7% | $4,696-73.9% | $4,876-74.9% |
| Participant deferral / active EE | $5,461 | $6,631-17.6% | $6,247-12.6% | $5,439+0.4% |
| Admin fee / account holder | $1,513 | $10,906-86.1% | $9,244-83.6% | $10,886-86.1% |