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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 | $33,420 | $96,558-65.4% | $80,977-58.7% | $273,972-87.8% |
| Participation rate | 0.0% | 79.1%-79.1pp | 75.8%-75.8pp | 83.0%-83.0pp |
| Annual return | 13.88% | 15.14%-1.3pp | 17.11%-3.2pp | 41.46%-27.6pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,095 | $7,493-85.4% | $5,517-80.1% | $10,133-89.2% |