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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 | $16,496 | $106,588-84.5% | $94,215-82.5% | $155,188-89.4% |
| Participation rate | 0.0% | 74.3%-74.3pp | 70.0%-70.0pp | 80.8%-80.8pp |
| Annual return | 5.37% | 29.39%-24.0pp | 28.22%-22.8pp | 148.84%-143.5pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,569 | $12,281-62.8% | $10,216-55.3% | $14,480-68.4% |