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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 | $115,045 | $107,809+6.7% | $90,657+26.9% | $135,379-15.0% |
| Participation rate | 0.0% | 78.0%-78.0pp | 74.0%-74.0pp | 82.6%-82.6pp |
| Annual return | -8.27% | -0.90%-7.4pp | 1.89%-10.2pp | 519.79%-528.1pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,053 | $5,931+86.4% | $4,994+121.3% | $10,828+2.1% |