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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 | $10,474 | $107,941-90.3% | $91,994-88.6% | $152,897-93.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 15.50% | 89.28%-73.8pp | 69.04%-53.5pp | 345.43%-329.9pp |
| Employer contribution / active EE | $17,187 | $4,212+308.1% | $3,453+397.8% | $4,764+260.8% |
| Participant deferral / active EE | $35,542 | $6,366+458.3% | $5,924+500.0% | $5,851+507.4% |
| Admin fee / account holder | $8,078 | $10,521-23.2% | $7,744+4.3% | $11,599-30.4% |