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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 | $6,621 | $174,379-96.2% | $152,093-95.6% | $138,895-95.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 300.98% | 74.86%+226.1pp | 66.36%+234.6pp | 145.39%+155.6pp |
| Employer contribution / active EE | $48,130 | $4,652+934.6% | $4,175+1052.9% | $4,194+1047.5% |
| Participant deferral / active EE | $78,684 | $6,159+1177.5% | $5,451+1343.4% | $6,396+1130.2% |
| Admin fee / account holder | $444 | $16,880-97.4% | $14,497-96.9% | $12,562-96.5% |