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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 | $88,324 | $87,016+1.5% | $63,244+39.7% | $125,389-29.6% |
| Participation rate | 0.0% | 77.1%-77.1pp | 71.0%-71.0pp | 83.2%-83.2pp |
| Annual return | 2.62% | 21.71%-19.1pp | -70.31%+72.9pp | 282.24%-279.6pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $113,615 | $11,954+850.5% | $5,893+1828.0% | $9,541+1090.8% |