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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 | $19,630 | $227,399-91.4% | $189,758-89.7% | $198,609-90.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.65% | 61.03%-36.4pp | 52.62%-28.0pp | 202.70%-178.0pp |
| Employer contribution / active EE | $101,572 | $5,526+1738.0% | $4,767+2030.9% | $5,055+1909.2% |
| Participant deferral / active EE | $133,505 | $6,837+1852.7% | $5,856+2179.8% | $6,977+1813.6% |
| Admin fee / account holder | $2,500 | $25,162-90.1% | $20,388-87.7% | $19,030-86.9% |