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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 | $13,640 | $211,239-93.5% | $178,528-92.4% | $145,877-90.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.20% | 30.22%-19.0pp | 27.11%-15.9pp | 551.28%-540.1pp |
| Employer contribution / active EE | $17,139 | $4,570+275.0% | $3,950+333.8% | $4,663+267.6% |
| Participant deferral / active EE | $17,833 | $6,963+156.1% | $6,278+184.0% | $6,691+166.5% |
| Admin fee / account holder | $934 | $12,095-92.3% | $10,419-91.0% | $13,402-93.0% |