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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 | $35,917 | $106,289-66.2% | $96,543-62.8% | $139,500-74.3% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 21.35% | 38.49%-17.1pp | 35.75%-14.4pp | 373.99%-352.6pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,741-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $769 | $7,888-90.3% | $6,737-88.6% | $11,410-93.3% |