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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 | $18,930 | $196,972-90.4% | $182,262-89.6% | $198,609-90.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 24.32% | 158.27%-134.0pp | 140.60%-116.3pp | 202.70%-178.4pp |
| Employer contribution / active EE | $11,998 | $5,364+123.7% | $5,046+137.8% | $5,055+137.3% |
| Participant deferral / active EE | $11,839 | $8,643+37.0% | $8,276+43.0% | $6,977+69.7% |
| Admin fee / account holder | $693 | $18,429-96.2% | $16,712-95.9% | $19,030-96.4% |