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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 | $16,492 | $275,752-94.0% | $256,809-93.6% | $198,609-91.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 0.00% | 34.81%-34.8pp | 32.73%-32.7pp | 202.70%-202.7pp |
| Employer contribution / active EE | $16,093 | $7,721+108.4% | $7,263+121.6% | $5,055+218.3% |
| Participant deferral / active EE | $26,527 | $10,037+164.3% | $9,520+178.6% | $6,977+280.2% |
| Admin fee / account holder | $524 | $25,716-98.0% | $25,146-97.9% | $19,030-97.2% |