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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 | $16,977 | $84,527-79.9% | $67,711-74.9% | $125,393-86.5% |
| Participation rate | 0.0% | 74.8%-74.8pp | 67.5%-67.5pp | 83.2%-83.2pp |
| Annual return | -2.67% | 2.57%-5.2pp | 25.41%-28.1pp | 282.23%-284.9pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,429-100.0% | $3,585-100.0% | $5,351-100.0% |
| Admin fee / account holder | $3,693 | $5,340-30.8% | $4,255-13.2% | $9,541-61.3% |