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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 | $181,004+36.4% | $153,416+60.9% | - |
| Participation rate | 0.0% | 58.9%-58.9pp | 74.3%-74.3pp | - |
| Annual return | 40.65% | 7.93%+32.7pp | 17.84%+22.8pp | - |
| Employer contribution / active EE | $0 | $1,877-100.0% | $3,764-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $4,723-100.0% | - |
| Admin fee / account holder | $12,259 | $33,727-63.7% | $13,095-6.4% | - |