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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 | $133,440 | $190,225-29.9% | $117,861+13.2% | - |
| Participation rate | 0.0% | 74.9%-74.9pp | 79.7%-79.7pp | - |
| Annual return | 6.73% | 90.66%-83.9pp | 335.11%-328.4pp | - |
| Employer contribution / active EE | $0 | $1,779-100.0% | $3,786-100.0% | - |
| Participant deferral / active EE | $0 | $3,327-100.0% | $4,482-100.0% | - |
| Admin fee / account holder | $10,942 | $9,756+12.2% | $8,021+36.4% | - |