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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 | $73,421-91.7% | $66,439-90.8% | $155,188-96.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 40.51% | 1382.37%-1341.9pp | 757.66%-717.1pp | 148.84%-108.3pp |
| Employer contribution / active EE | $9,544 | $3,039+214.1% | $2,637+262.0% | $4,248+124.7% |
| Participant deferral / active EE | $31,849 | $4,680+580.5% | $3,876+721.7% | $6,531+387.6% |
| Admin fee / account holder | $1,833 | $8,856-79.3% | $6,173-70.3% | $14,480-87.3% |