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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 | $98,098 | $144,511-32.1% | $67,560+45.2% | - |
| Participation rate | 0.0% | 69.6%-69.6pp | 72.9%-72.9pp | - |
| Annual return | 12.21% | 20.85%-8.6pp | 3533.50%-3521.3pp | - |
| Employer contribution / active EE | $0 | $2,331-100.0% | $2,737-100.0% | - |
| Participant deferral / active EE | $0 | $3,447-100.0% | $4,004-100.0% | - |
| Admin fee / account holder | $4,715 | $8,271-43.0% | $3,994+18.1% | - |