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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 | $8,376 | $159,934-94.8% | $147,005-94.3% | $145,959-94.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.29% | 98.24%-86.9pp | 418.76%-407.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $11,295 | $5,287+113.6% | $4,934+128.9% | $4,661+142.3% |
| Participant deferral / active EE | $7,967 | $8,427-5.5% | $8,070-1.3% | $6,689+19.1% |
| Admin fee / account holder | $11,301 | $15,053-24.9% | $13,006-13.1% | $13,398-15.6% |