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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 | $58,241 | $64,640-9.9% | $81,820-28.8% | - |
| Participation rate | 0.0% | 64.3%-64.3pp | 72.4%-72.4pp | - |
| Annual return | 16.56% | 13.47%+3.1pp | 777.93%-761.4pp | - |
| Employer contribution / active EE | $0 | $3,040-100.0% | $2,915-100.0% | - |
| Participant deferral / active EE | $0 | $3,288-100.0% | $4,323-100.0% | - |
| Admin fee / account holder | $3,716 | $2,218+67.5% | $7,391-49.7% | - |