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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 | $14,510 | $115,814-87.5% | $101,275-85.7% | $158,982-90.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 110.54% | 56.16%+54.4pp | 46.48%+64.1pp | 302.99%-192.4pp |
| Employer contribution / active EE | $5,122 | $4,176+22.7% | $3,660+39.9% | $4,763+7.5% |
| Participant deferral / active EE | $3,782 | $4,958-23.7% | $4,371-13.5% | $5,983-36.8% |
| Admin fee / account holder | $627 | $7,249-91.3% | $5,948-89.5% | $11,252-94.4% |