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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 | $13,345 | $160,070-91.7% | $147,117-90.9% | $145,897-90.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.85% | 98.69%-84.8pp | 420.54%-406.7pp | 552.29%-538.4pp |
| Employer contribution / active EE | $14,835 | $5,285+180.7% | $4,932+200.8% | $4,663+218.2% |
| Participant deferral / active EE | $41,101 | $8,419+388.2% | $8,065+409.6% | $6,689+514.4% |
| Admin fee / account holder | $3,698 | $15,035-75.4% | $12,993-71.5% | $13,390-72.4% |