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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 | $233,029+5.9% | $173,703+42.1% | - |
| Participation rate | 0.0% | 65.5%-65.5pp | 75.9%-75.9pp | - |
| Annual return | 40.65% | 5.57%+35.1pp | 17.46%+23.2pp | - |
| Employer contribution / active EE | $0 | $2,250-100.0% | $4,288-100.0% | - |
| Participant deferral / active EE | $0 | $4,212-100.0% | $4,854-100.0% | - |
| Admin fee / account holder | $12,259 | $49,244-75.1% | $15,562-21.2% | - |