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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 | $26,194 | $217,432-88.0% | $185,849-85.9% | $167,536-84.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.08% | 148.42%-138.3pp | 122.10%-112.0pp | 478.82%-468.7pp |
| Employer contribution / active EE | $12,714 | $5,875+116.4% | $5,169+146.0% | $4,839+162.7% |
| Participant deferral / active EE | $11,813 | $6,357+85.8% | $5,569+112.1% | $6,342+86.3% |
| Admin fee / account holder | $1,939 | $19,818-90.2% | $16,244-88.1% | $12,315-84.3% |