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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 | $3,241 | $123,750-97.4% | $69,611-95.3% | $145,877-97.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 16.28% | 192.03%-175.7pp | 101.14%-84.9pp | 551.28%-535.0pp |
| Employer contribution / active EE | $18,070 | $2,672+576.4% | $1,709+957.6% | $4,663+287.5% |
| Participant deferral / active EE | $49,964 | $4,243+1077.6% | $2,891+1628.5% | $6,691+646.8% |
| Admin fee / account holder | $2,766 | $7,817-64.6% | $4,696-41.1% | $13,402-79.4% |