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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 | $31,500 | $196,972-84.0% | $182,262-82.7% | $198,609-84.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.66% | 158.27%-144.6pp | 140.60%-126.9pp | 202.70%-189.0pp |
| Employer contribution / active EE | $12,480 | $5,364+132.7% | $5,046+147.3% | $5,055+146.9% |
| Participant deferral / active EE | $24,288 | $8,643+181.0% | $8,276+193.5% | $6,977+248.1% |
| Admin fee / account holder | $4,737 | $18,429-74.3% | $16,712-71.7% | $19,030-75.1% |