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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 | $17,855 | $176,077-89.9% | $159,455-88.8% | $167,518-89.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.55% | 331.83%-314.3pp | 263.63%-246.1pp | 478.71%-461.2pp |
| Employer contribution / active EE | $15,264 | $5,298+188.1% | $4,830+216.0% | $4,838+215.5% |
| Participant deferral / active EE | $37,275 | $7,751+380.9% | $7,353+406.9% | $6,342+487.8% |
| Admin fee / account holder | $781 | $12,556-93.8% | $10,800-92.8% | $12,312-93.7% |