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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 | $48,575 | $104,699-53.6% | $130,062-62.7% | - |
| Participation rate | 0.0% | 73.3%-73.3pp | 78.5%-78.5pp | - |
| Annual return | 22.47% | 12.02%+10.4pp | -137.37%+159.8pp | - |
| Employer contribution / active EE | $0 | $2,071-100.0% | $4,322-100.0% | - |
| Participant deferral / active EE | $0 | $4,216-100.0% | $5,821-100.0% | - |
| Admin fee / account holder | $23,510 | $5,899+298.5% | $10,601+121.8% | - |