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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 | $22,685 | $99,380-77.2% | $90,312-74.9% | $155,188-85.4% |
| Participation rate | 0.0% | 77.3%-77.3pp | 72.9%-72.9pp | 80.8%-80.8pp |
| Annual return | 11.64% | 19.35%-7.7pp | 18.90%-7.3pp | 148.84%-137.2pp |
| Employer contribution / active EE | $0 | $2,390-100.0% | $2,243-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,749-100.0% | $6,531-100.0% |
| Admin fee / account holder | $18,186 | $9,766+86.2% | $8,248+120.5% | $14,480+25.6% |