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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 | $221,040 | $65,704+236.4% | $94,229+134.6% | $59,633+270.7% |
| Participation rate | 86.7% | 72.1%+14.5pp | 78.8%+7.9pp | 68.7%+18.0pp |
| Annual return | -0.52% | 5.22%-5.7pp | 10.68%-11.2pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $17,952 | $4,265+321.0% | $6,269+186.3% | $4,297+317.8% |