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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 | $71,782 | $105,166-31.7% | $94,677-24.2% | $139,500-48.5% |
| Participation rate | 0.0% | 82.4%-82.4pp | 80.8%-80.8pp | 80.3%-80.3pp |
| Annual return | 13.36% | 38.15%-24.8pp | 156.95%-143.6pp | 373.99%-360.6pp |
| Employer contribution / active EE | $0 | $4,108-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $7,600-100.0% | $7,418-100.0% | $6,713-100.0% |
| Admin fee / account holder | $31,834 | $8,973+254.8% | $7,222+340.8% | $11,410+179.0% |