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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 | $6,640 | $159,978-95.8% | $147,041-95.5% | $145,978-95.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.67% | 98.36%-84.7pp | 419.21%-405.5pp | 550.52%-536.9pp |
| Employer contribution / active EE | $18,608 | $5,288+251.9% | $4,935+277.1% | $4,662+299.2% |
| Participant deferral / active EE | $39,061 | $8,429+363.4% | $8,071+384.0% | $6,690+483.9% |
| Admin fee / account holder | $9,645 | $15,053-35.9% | $13,006-25.8% | $13,400-28.0% |