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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 | $150,434 | $65,130+131.0% | $81,882+83.7% | - |
| Participation rate | 0.0% | 64.1%-64.1pp | 72.4%-72.4pp | - |
| Annual return | 12.44% | 13.17%-0.7pp | 779.47%-767.0pp | - |
| 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 | $4,974 | $2,232+122.9% | $7,360-32.4% | - |