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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 | $2,041 | $88,754-97.7% | $81,820-97.5% | $145,877-98.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.53% | 1031.77%-1020.2pp | 777.93%-766.4pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,977 | $3,085-3.5% | $2,915+2.1% | $4,663-36.2% |
| Participant deferral / active EE | $4,595 | $4,648-1.1% | $4,323+6.3% | $6,691-31.3% |
| Admin fee / account holder | $363 | $8,424-95.7% | $7,391-95.1% | $13,402-97.3% |