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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 | $1,375 | $85,060-98.4% | $70,548-98.1% | $139,456-99.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 18.59% | 30.38%-11.8pp | 32.78%-14.2pp | 373.45%-354.9pp |
| Employer contribution / active EE | $10,772 | $3,911+175.4% | $2,975+262.1% | $4,753+126.6% |
| Participant deferral / active EE | $18,441 | $5,890+213.1% | $4,567+303.8% | $6,711+174.8% |
| Admin fee / account holder | $1,169 | $8,925-86.9% | $6,424-81.8% | $11,407-89.8% |