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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 | $10,647 | $174,018-93.9% | $136,833-92.2% | $198,609-94.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 27.90% | 35.16%-7.3pp | 35.32%-7.4pp | 202.70%-174.8pp |
| Employer contribution / active EE | $15,597 | $1,571+892.8% | $1,319+1082.9% | $5,055+208.5% |
| Participant deferral / active EE | $18,160 | $2,873+532.0% | $2,441+644.0% | $6,977+160.3% |
| Admin fee / account holder | $66,163 | $5,434+1117.5% | $4,706+1306.0% | $19,030+247.7% |