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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 | $100,716 | $198,217-49.2% | $94,057+7.1% | - |
| Participation rate | 0.0% | 59.1%-59.1pp | 73.3%-73.3pp | - |
| Annual return | 8.53% | 9.45%-0.9pp | 480.62%-472.1pp | - |
| Employer contribution / active EE | $0 | $1,858-100.0% | $2,933-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $4,709-100.0% | - |
| Admin fee / account holder | $37,455 | $27,022+38.6% | $7,244+417.0% | - |