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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 | $29,102 | $182,442-84.0% | $163,379-82.2% | $138,895-79.0% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.8%-76.8pp | 79.9%-79.9pp |
| Annual return | 17.32% | 72.74%-55.4pp | 63.41%-46.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,502 | $10,396-37.5% | $9,818-33.8% | $12,562-48.2% |