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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 | $51,258 | $60,243-14.9% | $86,640-40.8% | - |
| Participation rate | 0.0% | 60.8%-60.8pp | 71.7%-71.7pp | - |
| Annual return | 15.54% | 59.27%-43.7pp | 592.52%-577.0pp | - |
| Employer contribution / active EE | $0 | $2,261-100.0% | $3,024-100.0% | - |
| Participant deferral / active EE | $0 | $2,994-100.0% | $4,438-100.0% | - |
| Admin fee / account holder | $6,477 | $4,652+39.2% | $5,616+15.3% | - |