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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 | $162,780 | $65,130+149.9% | $81,844+98.9% | - |
| Participation rate | 0.0% | 64.1%-64.1pp | 72.4%-72.4pp | - |
| Annual return | 16.07% | 13.17%+2.9pp | 778.87%-762.8pp | - |
| Employer contribution / active EE | $0 | $3,054-100.0% | $2,916-100.0% | - |
| Participant deferral / active EE | $0 | $3,258-100.0% | $4,323-100.0% | - |
| Admin fee / account holder | $4,768 | $2,232+113.6% | $7,355-35.2% | - |