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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 | $19,597 | $185,856-89.5% | $170,028-88.5% | $139,456-85.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.42% | 60.52%-48.1pp | 53.39%-41.0pp | 373.45%-361.0pp |
| Employer contribution / active EE | $15,761 | $7,593+107.6% | $6,788+132.2% | $4,753+231.6% |
| Participant deferral / active EE | $21,617 | $11,623+86.0% | $10,409+107.7% | $6,711+222.1% |
| Admin fee / account holder | $14,955 | $15,387-2.8% | $12,820+16.6% | $11,407+31.1% |