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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 | $7,984 | $109,411-92.7% | $89,435-91.1% | $158,982-95.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 37.39% | 345.68%-308.3pp | 245.55%-208.2pp | 302.99%-265.6pp |
| Employer contribution / active EE | $2,314 | $3,173-27.1% | $2,587-10.6% | $4,763-51.4% |
| Participant deferral / active EE | $4,042 | $4,600-12.1% | $3,890+3.9% | $5,983-32.4% |
| Admin fee / account holder | $1,877 | $6,159-69.5% | $4,884-61.6% | $11,252-83.3% |