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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 | $42,256 | $282,059-85.0% | $213,469-80.2% | $154,746-72.7% |
| Participation rate | 0.0% | 82.7%-82.7pp | 77.1%-77.1pp | 80.7%-80.7pp |
| Annual return | 9.05% | 20.90%-11.8pp | 20.58%-11.5pp | 172.34%-163.3pp |
| Employer contribution / active EE | $0 | $6,189-100.0% | $4,994-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $8,186-100.0% | $6,841-100.0% | $6,730-100.0% |
| Admin fee / account holder | $25,329 | $37,435-32.3% | $27,141-6.7% | $14,365+76.3% |