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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 | $8,125 | $183,516-95.6% | $155,534-94.8% | $145,884-94.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.87% | 61.43%-50.6pp | 64.92%-54.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,635 | $5,315-69.2% | $4,675-65.0% | $4,662-64.9% |
| Participant deferral / active EE | $4,567 | $6,467-29.4% | $5,630-18.9% | $6,690-31.7% |
| Admin fee / account holder | $572 | $19,293-97.0% | $15,900-96.4% | $13,392-95.7% |