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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 | $39,784 | $121,098-67.1% | $125,192-68.2% | - |
| Participation rate | 0.0% | 74.4%-74.4pp | 79.8%-79.8pp | - |
| Annual return | 8.76% | 15.50%-6.7pp | 43.79%-35.0pp | - |
| Employer contribution / active EE | $0 | $1,930-100.0% | $3,866-100.0% | - |
| Participant deferral / active EE | $0 | $3,481-100.0% | $4,937-100.0% | - |
| Admin fee / account holder | $168,873 | $16,883+900.3% | $9,704+1640.3% | - |