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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 | $2,425 | $112,729-97.8% | $98,716-97.5% | $137,256-98.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 22.24% | 38.48%-16.2pp | 31.81%-9.6pp | 220.34%-198.1pp |
| Employer contribution / active EE | $17,298 | $2,725+534.7% | $2,279+659.2% | $4,156+316.2% |
| Participant deferral / active EE | $43,281 | $4,640+832.7% | $4,048+969.3% | $6,407+575.5% |
| Admin fee / account holder | $383 | $10,129-96.2% | $8,703-95.6% | $12,270-96.9% |