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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 | $52,600 | $132,099-60.2% | $115,599-54.5% | $138,895-62.1% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.3%-74.3pp | 79.9%-79.9pp |
| Annual return | 14.85% | 176.76%-161.9pp | 111.10%-96.2pp | 145.39%-130.5pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $8,903 | $15,650-43.1% | $12,841-30.7% | $12,562-29.1% |