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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 | $5,866 | $160,070-96.3% | $147,117-96.0% | $145,897-96.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.02% | 98.69%-84.7pp | 420.54%-406.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $5,183 | $5,285-1.9% | $4,932+5.1% | $4,663+11.2% |
| Participant deferral / active EE | $6,025 | $8,419-28.4% | $8,065-25.3% | $6,689-9.9% |
| Admin fee / account holder | $3,189 | $15,035-78.8% | $12,993-75.5% | $13,390-76.2% |