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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 | $216,227 | $163,671+32.1% | $155,556+39.0% | - |
| Participation rate | 0.0% | 63.4%-63.4pp | 78.2%-78.2pp | - |
| Annual return | 7.70% | 19.35%-11.6pp | 64.84%-57.1pp | - |
| Employer contribution / active EE | $0 | $2,499-100.0% | $4,675-100.0% | - |
| Participant deferral / active EE | $0 | $2,935-100.0% | $5,631-100.0% | - |
| Admin fee / account holder | $3,628,250 | $97,433+3623.8% | $15,885+22740.8% | - |