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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 | $50,814 | $154,754-67.2% | $124,206-59.1% | $138,895-63.4% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.6%-69.6pp | 79.9%-79.9pp |
| Annual return | 11.72% | 709.28%-697.6pp | 515.27%-503.6pp | 145.39%-133.7pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $26,070 | $6,690+289.7% | $5,929+339.7% | $12,562+107.5% |