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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 | $17,172 | $196,972-91.3% | $182,262-90.6% | $198,609-91.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.91% | 158.27%-137.4pp | 140.60%-119.7pp | 202.70%-181.8pp |
| Employer contribution / active EE | $13,295 | $5,364+147.9% | $5,046+163.5% | $5,055+163.0% |
| Participant deferral / active EE | $27,250 | $8,643+215.3% | $8,276+229.2% | $6,977+290.6% |
| Admin fee / account holder | $351 | $18,429-98.1% | $16,712-97.9% | $19,030-98.2% |