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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 | $108,922-97.6% | $100,398-97.3% | $145,978-98.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 32.70% | 58.04%-25.3pp | 49.32%-16.6pp | 550.52%-517.8pp |
| Employer contribution / active EE | $4,477 | $4,426+1.2% | $3,946+13.5% | $4,662-4.0% |
| Participant deferral / active EE | $22,505 | $8,450+166.3% | $8,084+178.4% | $6,690+236.4% |
| Admin fee / account holder | $11,686 | $9,680+20.7% | $7,893+48.1% | $13,400-12.8% |