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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 | $7,867 | $107,941-92.7% | $91,994-91.4% | $152,897-94.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 24.22% | 89.28%-65.1pp | 69.04%-44.8pp | 345.43%-321.2pp |
| Employer contribution / active EE | $13,736 | $4,212+226.1% | $3,453+297.8% | $4,764+188.4% |
| Participant deferral / active EE | $25,791 | $6,366+305.2% | $5,924+335.4% | $5,851+340.8% |
| Admin fee / account holder | $12,634 | $10,521+20.1% | $7,744+63.1% | $11,599+8.9% |