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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 | $215,608 | $564,480-61.8% | $1,414,140-84.8% | $564,480-61.8% |
| Participation rate | 0.0% | 89.1%-89.1pp | 100.0%-100.0pp | 89.1%-89.1pp |
| Annual return | 3.77% | -14.07%+17.8pp | -8.54%+12.3pp | -14.07%+17.8pp |
| Employer contribution / active EE | $0 | $29,221-100.0% | $10,307-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $0 | $5,729-100.0% | $3,290-100.0% | $5,729-100.0% |
| Admin fee / account holder | $15,930 | $27,140-41.3% | $22,988-30.7% | $27,140-41.3% |