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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 | $145,331 | $112,729+28.9% | $98,716+47.2% | $137,256+5.9% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.3%-69.3pp | 80.0%-80.0pp |
| Annual return | 29.27% | 38.48%-9.2pp | 31.81%-2.5pp | 220.34%-191.1pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,197 | $10,129-38.8% | $8,703-28.8% | $12,270-49.5% |