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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 | $13,521 | $182,823-92.6% | $161,596-91.6% | $198,609-93.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 80.7%+19.3pp | 82.4%+17.6pp |
| Annual return | 14.27% | 484.64%-470.4pp | 389.92%-375.7pp | 202.70%-188.4pp |
| Employer contribution / active EE | $7,066 | $4,109+72.0% | $3,977+77.7% | $5,055+39.8% |
| Participant deferral / active EE | $10,167 | $7,056+44.1% | $6,750+50.6% | $6,977+45.7% |
| Admin fee / account holder | $9,196 | $15,687-41.4% | $13,161-30.1% | $19,030-51.7% |