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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 | $13,475 | $176,105-92.3% | $159,474-91.6% | $167,536-92.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.32% | 331.91%-315.6pp | 263.68%-247.4pp | 478.82%-462.5pp |
| Employer contribution / active EE | $4,961 | $5,299-6.4% | $4,831+2.7% | $4,839+2.5% |
| Participant deferral / active EE | $10,837 | $7,751+39.8% | $7,353+47.4% | $6,342+70.9% |
| Admin fee / account holder | $486 | $12,559-96.1% | $10,802-95.5% | $12,315-96.1% |