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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 | $12,085 | $160,040-92.4% | $147,096-91.8% | $145,877-91.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.97% | 98.49%-85.5pp | 419.75%-406.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $4,741 | $5,289-10.4% | $4,936-4.0% | $4,663+1.7% |
| Participant deferral / active EE | $16,420 | $8,429+94.8% | $8,071+103.4% | $6,691+145.4% |
| Admin fee / account holder | $1,876 | $15,050-87.5% | $13,005-85.6% | $13,402-86.0% |