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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 | $52,130 | $171,272-69.6% | $127,803-59.2% | $152,897-65.9% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.0%-79.0pp | 82.5%-82.5pp |
| Annual return | 20.13% | 23.54%-3.4pp | 26.14%-6.0pp | 345.43%-325.3pp |
| Employer contribution / active EE | $0 | $5,451-100.0% | $4,576-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $18,060 | $14,540+24.2% | $9,399+92.2% | $11,599+55.7% |