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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 | $1,734 | $148,582-98.8% | $135,942-98.7% | $139,456-98.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.42% | 79.26%-64.8pp | 68.28%-53.9pp | 373.45%-359.0pp |
| Employer contribution / active EE | $6,660 | $5,245+27.0% | $4,858+37.1% | $4,753+40.1% |
| Participant deferral / active EE | $8,455 | $8,101+4.4% | $7,759+9.0% | $6,711+26.0% |
| Admin fee / account holder | $3,678 | $12,402-70.3% | $10,764-65.8% | $11,407-67.8% |