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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 | $209,336-92.1% | $197,124-91.6% | $137,256-88.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 0.00% | 48.09%-48.1pp | 44.34%-44.3pp | 220.34%-220.3pp |
| Employer contribution / active EE | $16,093 | $6,591+144.2% | $6,227+158.4% | $4,156+287.2% |
| Participant deferral / active EE | $26,527 | $9,614+175.9% | $9,135+190.4% | $6,407+314.0% |
| Admin fee / account holder | $524 | $17,308-97.0% | $16,298-96.8% | $12,270-95.7% |