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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 | $43,589 | $99,032-56.0% | $80,022-45.5% | $135,382-67.8% |
| Participation rate | 0.0% | 78.4%-78.4pp | 75.8%-75.8pp | 82.6%-82.6pp |
| Annual return | 2.04% | 15.39%-13.3pp | 11.22%-9.2pp | 519.77%-517.7pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,966 | $10,436-42.8% | $6,521-8.5% | $10,829-44.9% |