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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 | $151,261 | $85,060+77.8% | $70,565+114.4% | $139,487+8.4% |
| Participation rate | 0.0% | 73.9%-73.9pp | 68.4%-68.4pp | 80.3%-80.3pp |
| Annual return | 17.04% | 30.39%-13.3pp | 32.79%-15.8pp | 373.84%-356.8pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,713-100.0% |
| Admin fee / account holder | $26,459 | $8,932+196.2% | $6,430+311.5% | $11,407+131.9% |