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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 | $133,345 | $134,817-1.1% | $123,973+7.6% | $155,188-14.1% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.7%-76.7pp | 80.8%-80.8pp |
| Annual return | 11.80% | 515.49%-503.7pp | 388.13%-376.3pp | 148.84%-137.0pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $977 | $13,245-92.6% | $11,799-91.7% | $14,480-93.3% |