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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 | $91,171 | $106,115-14.1% | $85,969+6.1% | $125,389-27.3% |
| Participation rate | 0.0% | 84.1%-84.1pp | 76.5%-76.5pp | 83.2%-83.2pp |
| Annual return | 32.82% | 13.93%+18.9pp | 9.32%+23.5pp | 282.24%-249.4pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $3,474-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $731,437 | $8,144+8881.4% | $6,053+11983.7% | $9,541+7566.4% |