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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 | $165,584-91.8% | $142,942-90.5% | $137,256-90.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 14.27% | 164.22%-150.0pp | 113.70%-99.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $7,066 | $4,725+49.5% | $4,139+70.7% | $4,156+70.0% |
| Participant deferral / active EE | $10,167 | $8,194+24.1% | $7,128+42.6% | $6,407+58.7% |
| Admin fee / account holder | $9,196 | $16,167-43.1% | $12,475-26.3% | $12,270-25.1% |