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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 | $3,916 | $160,028-97.6% | $147,080-97.3% | $145,884-97.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.50% | 98.60%-88.1pp | 420.17%-409.7pp | 551.85%-541.3pp |
| Employer contribution / active EE | $6,869 | $5,286+30.0% | $4,933+39.2% | $4,662+47.3% |
| Participant deferral / active EE | $10,719 | $8,422+27.3% | $8,066+32.9% | $6,690+60.2% |
| Admin fee / account holder | $551 | $15,030-96.3% | $12,989-95.8% | $13,392-95.9% |