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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 | $7,655 | $183,539-95.8% | $155,556-95.1% | $145,897-94.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.06% | 61.31%-50.2pp | 64.84%-53.8pp | 552.29%-541.2pp |
| Employer contribution / active EE | $3,278 | $5,315-38.3% | $4,675-29.9% | $4,663-29.7% |
| Participant deferral / active EE | $4,573 | $6,467-29.3% | $5,631-18.8% | $6,689-31.6% |
| Admin fee / account holder | $1,727 | $19,275-91.0% | $15,885-89.1% | $13,390-87.1% |