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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 | $59,797 | $180,028-66.8% | $138,135-56.7% | $158,982-62.4% |
| Participation rate | 0.0% | 82.2%-82.2pp | 78.7%-78.7pp | 82.0%-82.0pp |
| Annual return | 14.69% | 21.68%-7.0pp | 20.51%-5.8pp | 302.99%-288.3pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17,193 | $17,912-4.0% | $11,856+45.0% | $11,252+52.8% |