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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 | $23,039 | $152,612-84.9% | $125,192-81.6% | $152,897-84.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.93% | 54.85%-35.9pp | 43.79%-24.9pp | 345.43%-326.5pp |
| Employer contribution / active EE | $13,697 | $4,947+176.9% | $3,866+254.3% | $4,764+187.5% |
| Participant deferral / active EE | $30,324 | $5,868+416.7% | $4,937+514.2% | $5,851+418.3% |
| Admin fee / account holder | $2,744 | $13,437-79.6% | $9,704-71.7% | $11,599-76.3% |