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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 | $175,036+41.0% | $134,172+84.0% | - |
| Participation rate | 0.0% | 60.2%-60.2pp | 72.5%-72.5pp | - |
| Annual return | 40.65% | 15.04%+25.6pp | 25.30%+15.4pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $3,420-100.0% | - |
| Participant deferral / active EE | $0 | $3,720-100.0% | $4,690-100.0% | - |
| Admin fee / account holder | $12,259 | $23,923-48.8% | $12,016+2.0% | - |