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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 | $34,479 | $45,865-24.8% | $40,757-15.4% | $125,388-72.5% |
| Participation rate | 0.0% | 84.2%-84.2pp | 79.3%-79.3pp | 83.2%-83.2pp |
| Annual return | -1.46% | -1.32%-0.1pp | -0.50%-1.0pp | 282.24%-283.7pp |
| Employer contribution / active EE | $0 | $3,697-100.0% | $3,004-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,199-100.0% | $3,485-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,383 | $5,763-41.3% | $4,272-20.8% | $9,541-64.5% |