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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 | $8,847 | $183,539-95.2% | $155,556-94.3% | $145,897-93.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.96% | 61.31%-49.4pp | 64.84%-52.9pp | 552.29%-540.3pp |
| Employer contribution / active EE | $7,874 | $5,315+48.1% | $4,675+68.4% | $4,663+68.9% |
| Participant deferral / active EE | $17,368 | $6,467+168.6% | $5,631+208.4% | $6,689+159.6% |
| Admin fee / account holder | $1,970 | $19,275-89.8% | $15,885-87.6% | $13,390-85.3% |