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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 | $2,665 | $108,942-97.6% | $100,415-97.3% | $145,897-98.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 32.70% | 58.27%-25.6pp | 49.47%-16.8pp | 552.29%-519.6pp |
| Employer contribution / active EE | $4,477 | $4,422+1.2% | $3,943+13.5% | $4,663-4.0% |
| Participant deferral / active EE | $22,505 | $8,461+166.0% | $8,091+178.1% | $6,689+236.4% |
| Admin fee / account holder | $11,686 | $9,702+20.5% | $7,906+47.8% | $13,390-12.7% |