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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 | $61,871 | $150,435-58.9% | $120,580-48.7% | $145,897-57.6% |
| Participation rate | 0.0% | 78.8%-78.8pp | 72.0%-72.0pp | 80.3%-80.3pp |
| Annual return | 13.15% | 154.60%-141.4pp | 107.48%-94.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $19,458 | $12,182+59.7% | $9,418+106.6% | $13,390+45.3% |