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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 | $223,823-92.6% | $211,142-92.2% | $154,746-89.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 0.00% | 50.39%-50.4pp | 46.84%-46.8pp | 172.34%-172.3pp |
| Employer contribution / active EE | $16,093 | $6,787+137.1% | $6,442+149.8% | $4,379+267.5% |
| Participant deferral / active EE | $26,527 | $9,750+172.1% | $9,284+185.7% | $6,730+294.1% |
| Admin fee / account holder | $524 | $19,707-97.3% | $19,076-97.3% | $14,365-96.4% |