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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 | $18,246 | $185,905-90.2% | $170,057-89.3% | $139,487-86.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.65% | 60.56%-43.9pp | 53.42%-36.8pp | 373.84%-357.2pp |
| Employer contribution / active EE | $10,098 | $7,597+32.9% | $6,790+48.7% | $4,755+112.4% |
| Participant deferral / active EE | $21,458 | $11,627+84.6% | $10,411+106.1% | $6,713+219.7% |
| Admin fee / account holder | $10,702 | $15,397-30.5% | $12,826-16.6% | $11,407-6.2% |