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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 | $9,988 | $134,817-92.6% | $123,973-91.9% | $155,188-93.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.06% | 515.49%-501.4pp | 388.13%-374.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $5,314 | $4,425+20.1% | $4,126+28.8% | $4,248+25.1% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $731 | $13,245-94.5% | $11,799-93.8% | $14,480-95.0% |