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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 | $6,949 | $209,336-96.7% | $197,124-96.5% | $137,256-94.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 54.71% | 48.09%+6.6pp | 44.34%+10.4pp | 220.34%-165.6pp |
| Employer contribution / active EE | $16,782 | $6,591+154.6% | $6,227+169.5% | $4,156+303.8% |
| Participant deferral / active EE | $24,459 | $9,614+154.4% | $9,135+167.8% | $6,407+281.8% |
| Admin fee / account holder | $1,142 | $17,308-93.4% | $16,298-93.0% | $12,270-90.7% |