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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 | $34,706 | $124,355-72.1% | $109,191-68.2% | $167,560-79.3% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 22.50% | 26.05%-3.6pp | 25.76%-3.3pp | 478.94%-456.4pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,653-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,441 | $7,976-81.9% | $6,756-78.7% | $12,317-88.3% |