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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 | $39,064 | $147,594-73.5% | $121,871-67.9% | $198,609-80.3% |
| Participation rate | 0.0% | 78.0%-78.0pp | 73.2%-73.2pp | 82.4%-82.4pp |
| Annual return | 17.84% | 12.94%+4.9pp | 13.57%+4.3pp | 202.70%-184.9pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $2,731-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,318-100.0% | $6,977-100.0% |
| Admin fee / account holder | $560 | $15,134-96.3% | $11,551-95.1% | $19,030-97.1% |