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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 | $13,860 | $159,934-91.3% | $147,005-90.6% | $145,959-90.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.16% | 98.24%-87.1pp | 418.76%-407.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $16,276 | $5,287+207.8% | $4,934+229.9% | $4,661+249.2% |
| Participant deferral / active EE | $32,173 | $8,427+281.8% | $8,070+298.7% | $6,689+381.0% |
| Admin fee / account holder | $22,585 | $15,053+50.0% | $13,006+73.6% | $13,398+68.6% |