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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 | $29,371 | $134,008-78.1% | $112,270-73.8% | $134,554-78.2% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -17.56% | 47.18%-64.7pp | 27.49%-45.1pp | 418.46%-436.0pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,635-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $725 | $7,493-90.3% | $6,411-88.7% | $11,430-93.7% |