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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,035 | $117,426-27.6% | $99,470-14.5% | $152,885-44.4% |
| Participation rate | 0.0% | 77.5%-77.5pp | 73.8%-73.8pp | 82.5%-82.5pp |
| Annual return | 21.62% | 31.87%-10.2pp | 30.72%-9.1pp | 345.39%-323.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $60,843 | $7,634+697.0% | $6,252+873.1% | $11,598+424.6% |