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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 | $6,124 | $76,368-92.0% | $67,681-91.0% | $154,746-96.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 40.51% | 1066.77%-1026.3pp | 590.58%-550.1pp | 172.34%-131.8pp |
| Employer contribution / active EE | $9,544 | $3,151+202.9% | $2,678+256.3% | $4,379+117.9% |
| Participant deferral / active EE | $31,849 | $4,824+560.2% | $3,976+701.1% | $6,730+373.2% |
| Admin fee / account holder | $1,833 | $8,559-78.6% | $6,100-70.0% | $14,365-87.2% |