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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 | $78,109 | $124,368-37.2% | $111,319-29.8% | $167,560-53.4% |
| Participation rate | 0.0% | 79.6%-79.6pp | 77.3%-77.3pp | 82.1%-82.1pp |
| Annual return | 14.52% | 37.46%-22.9pp | 54.68%-40.2pp | 478.94%-464.4pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,296 | $10,623-69.0% | $7,966-58.6% | $12,317-73.2% |