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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 | $20,866 | $95,587-78.2% | $77,175-73.0% | $139,427-85.0% |
| Participation rate | 0.0% | 74.0%-74.0pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 13.90% | 54.95%-41.1pp | 37.88%-24.0pp | 373.27%-359.4pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $2,533-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $4,622-100.0% | $3,832-100.0% | $6,711-100.0% |
| Admin fee / account holder | $6,776 | $8,300-18.4% | $5,474+23.8% | $11,404-40.6% |