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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 | $21,133 | $107,371-80.3% | $92,916-77.3% | $152,914-86.2% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.0%-76.0pp | 82.5%-82.5pp |
| Annual return | 24.30% | 145.64%-121.3pp | 109.45%-85.1pp | 345.48%-321.2pp |
| Employer contribution / active EE | $0 | $4,223-100.0% | $3,654-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,852-100.0% |
| Admin fee / account holder | $2,067 | $7,082-70.8% | $5,796-64.3% | $11,601-82.2% |