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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 | $21,697 | $174,018-87.5% | $136,833-84.1% | $198,609-89.1% |
| Participation rate | 0.0% | 65.1%-65.1pp | 59.0%-59.0pp | 82.4%-82.4pp |
| Annual return | 10.45% | 35.16%-24.7pp | 35.32%-24.9pp | 202.70%-192.2pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,260 | $5,434-3.2% | $4,706+11.8% | $19,030-72.4% |