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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 | $99,881 | $76,653+30.3% | $70,494+41.7% | - |
| Participation rate | 0.0% | 80.3%-80.3pp | 75.1%-75.1pp | - |
| Annual return | 19.96% | 4.62%+15.3pp | 109.16%-89.2pp | - |
| Employer contribution / active EE | $0 | $2,510-100.0% | $2,738-100.0% | - |
| Participant deferral / active EE | $0 | $4,121-100.0% | $3,711-100.0% | - |
| Admin fee / account holder | $45,172 | $17,353+160.3% | $3,848+1073.9% | - |