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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 | $2,883 | $185,883-98.4% | $170,043-98.3% | $139,466-97.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.78% | 60.54%-40.8pp | 53.40%-33.6pp | 373.66%-353.9pp |
| Employer contribution / active EE | $3,129 | $7,596-58.8% | $6,790-53.9% | $4,754-34.2% |
| Participant deferral / active EE | $3,911 | $11,626-66.4% | $10,410-62.4% | $6,712-41.7% |
| Admin fee / account holder | $720 | $15,393-95.3% | $12,824-94.4% | $11,409-93.7% |