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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 | $45,356 | $202,387-77.6% | $57,181-20.7% | - |
| Participation rate | 0.0% | 69.2%-69.2pp | 75.3%-75.3pp | - |
| Annual return | 6.09% | 10.83%-4.7pp | 14.59%-8.5pp | - |
| Employer contribution / active EE | $0 | $2,304-100.0% | $2,682-100.0% | - |
| Participant deferral / active EE | $0 | $2,991-100.0% | $3,096-100.0% | - |
| Admin fee / account holder | $398 | $22,351-98.2% | $3,139-87.3% | - |