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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 | $179,506 | $78,988+127.3% | - | $273,968-34.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | - | 83.0%+17.0pp |
| Annual return | 4.21% | 18.48%-14.3pp | - | 41.45%-37.2pp |
| Employer contribution / active EE | $0 | $4,066-100.0% | - | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,397-100.0% | - | $5,287-100.0% |
| Admin fee / account holder | $26,463 | $13,270+99.4% | - | $10,132+161.2% |