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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 | $3,558 | $156,970-97.7% | $121,210-97.1% | $139,487-97.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 21.68% | 1477.10%-1455.4pp | 987.41%-965.7pp | 373.84%-352.2pp |
| Employer contribution / active EE | $467 | $5,546-91.6% | $4,171-88.8% | $4,755-90.2% |
| Participant deferral / active EE | $3,100 | $4,849-36.1% | $4,084-24.1% | $6,713-53.8% |
| Admin fee / account holder | $15,875 | $6,947+128.5% | $5,647+181.1% | $11,407+39.2% |