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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 | $6,231 | $104,953-94.1% | $84,637-92.6% | $152,909-95.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 63.11% | 373.94%-310.8pp | 258.82%-195.7pp | 345.46%-282.3pp |
| Employer contribution / active EE | $2,463 | $3,304-25.4% | $2,653-7.2% | $4,764-48.3% |
| Participant deferral / active EE | $2,242 | $4,691-52.2% | $3,900-42.5% | $5,851-61.7% |
| Admin fee / account holder | $608 | $6,244-90.3% | $4,914-87.6% | $11,601-94.8% |