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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 | $6,589 | $148,623-95.6% | $135,974-95.2% | $139,466-95.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.86% | 79.30%-59.4pp | 68.30%-48.4pp | 373.66%-353.8pp |
| Employer contribution / active EE | $5,129 | $5,246-2.2% | $4,859+5.6% | $4,754+7.9% |
| Participant deferral / active EE | $9,859 | $8,103+21.7% | $7,760+27.0% | $6,712+46.9% |
| Admin fee / account holder | $1,053 | $12,406-91.5% | $10,767-90.2% | $11,409-90.8% |