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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 | $31,192 | $105,867-70.5% | $90,760-65.6% | $134,532-76.8% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.7%-75.7pp | 81.2%-81.2pp |
| Annual return | 2.36% | -10.99%+13.4pp | -12.16%+14.5pp | 418.27%-415.9pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,345 | $13,936-11.4% | $8,444+46.2% | $11,429+8.0% |