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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 | $62,675 | $150,947-58.5% | $153,432-59.2% | - |
| Participation rate | 0.0% | 67.3%-67.3pp | 77.1%-77.1pp | - |
| Annual return | 14.04% | 14.08%0pp | 15.66%-1.6pp | - |
| Employer contribution / active EE | $0 | $2,535-100.0% | $5,038-100.0% | - |
| Participant deferral / active EE | $0 | $4,236-100.0% | $6,757-100.0% | - |
| Admin fee / account holder | $32,406 | $25,214+28.5% | $12,725+154.7% | - |