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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 | $32,739 | $102,547-68.1% | $78,210-58.1% | $147,586-77.8% |
| Participation rate | 0.0% | 74.4%-74.4pp | 68.7%-68.7pp | 82.8%-82.8pp |
| Annual return | 16.84% | 51.08%-34.2pp | 40.90%-24.1pp | 578.59%-561.7pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,481-100.0% | $2,823-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,624 | $5,059+129.8% | $3,758+209.3% | $10,886+6.8% |