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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 | $15,887 | $185,883-91.5% | $170,043-90.7% | $139,466-88.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.31% | 60.54%-41.2pp | 53.40%-34.1pp | 373.66%-354.4pp |
| Employer contribution / active EE | $13,150 | $7,596+73.1% | $6,790+93.7% | $4,754+176.6% |
| Participant deferral / active EE | $20,183 | $11,626+73.6% | $10,410+93.9% | $6,712+200.7% |
| Admin fee / account holder | $3,277 | $15,393-78.7% | $12,824-74.4% | $11,409-71.3% |