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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 | $159,978-91.3% | $147,041-90.6% | $145,978-90.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.16% | 98.36%-87.2pp | 419.21%-408.1pp | 550.52%-539.4pp |
| Employer contribution / active EE | $16,276 | $5,288+207.8% | $4,935+229.8% | $4,662+249.1% |
| Participant deferral / active EE | $32,173 | $8,429+281.7% | $8,071+298.6% | $6,690+380.9% |
| Admin fee / account holder | $22,585 | $15,053+50.0% | $13,006+73.6% | $13,400+68.5% |