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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 | $34,501 | $85,298-59.6% | $90,161-61.7% | - |
| Participation rate | 0.0% | 70.9%-70.9pp | 76.9%-76.9pp | - |
| Annual return | 15.14% | 7.88%+7.3pp | 34.89%-19.7pp | - |
| Employer contribution / active EE | $0 | $1,460-100.0% | $3,318-100.0% | - |
| Participant deferral / active EE | $0 | $4,522-100.0% | $5,287-100.0% | - |
| Admin fee / account holder | $467 | $1,320-64.6% | $5,943-92.1% | - |