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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 | $11,618 | $99,011-88.3% | $86,582-86.6% | $147,586-92.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.33% | 1312.75%-1293.4pp | 965.08%-945.8pp | 578.59%-559.3pp |
| Employer contribution / active EE | $4,532 | $3,132+44.7% | $2,839+59.6% | $4,876-7.1% |
| Participant deferral / active EE | $7,244 | $3,972+82.4% | $3,609+100.7% | $5,439+33.2% |
| Admin fee / account holder | $4,165 | $5,709-27.0% | $4,904-15.1% | $10,886-61.7% |