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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 | $246,822 | $198,217+24.5% | $147,027+67.9% | - |
| Participation rate | 0.0% | 59.1%-59.1pp | 73.7%-73.7pp | - |
| Annual return | 40.65% | 9.45%+31.2pp | 20.23%+20.4pp | - |
| Employer contribution / active EE | $0 | $1,858-100.0% | $3,626-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $4,933-100.0% | - |
| Admin fee / account holder | $12,259 | $27,022-54.6% | $12,223+0.3% | - |