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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 | $6,092 | $100,938-94.0% | $90,461-93.3% | $158,982-96.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 34.97% | 1727.20%-1692.2pp | 1294.76%-1259.8pp | 302.99%-268.0pp |
| Employer contribution / active EE | $6,042 | $3,691+63.7% | $3,264+85.1% | $4,763+26.9% |
| Participant deferral / active EE | $24,754 | $4,350+469.1% | $3,964+524.4% | $5,983+313.7% |
| Admin fee / account holder | $1,584 | $6,510-75.7% | $5,617-71.8% | $11,252-85.9% |