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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 | $89,488 | $212,777-57.9% | $173,703-48.5% | $198,609-54.9% |
| Participation rate | 0.0% | 81.1%-81.1pp | 75.9%-75.9pp | 82.4%-82.4pp |
| Annual return | 6.32% | 18.82%-12.5pp | 17.46%-11.1pp | 202.70%-196.4pp |
| Employer contribution / active EE | $0 | $5,214-100.0% | $4,288-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $435 | $19,536-97.8% | $15,562-97.2% | $19,030-97.7% |