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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 | $38,512 | $118,854-67.6% | $96,565-60.1% | $167,497-77.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.8%-69.8pp | 82.1%-82.1pp |
| Annual return | 9.93% | 50.49%-40.6pp | 37.78%-27.9pp | 478.62%-468.7pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,356-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $3,848-100.0% | $6,341-100.0% |
| Admin fee / account holder | $4,271 | $8,065-47.1% | $6,181-30.9% | $12,310-65.3% |