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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 | $85,030+77.9% | $70,525+114.5% | $139,427+8.5% |
| Participation rate | 0.0% | 73.9%-73.9pp | 68.4%-68.4pp | 80.3%-80.3pp |
| Annual return | 17.04% | 30.35%-13.3pp | 32.76%-15.7pp | 373.27%-356.2pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,974-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,567-100.0% | $6,711-100.0% |
| Admin fee / account holder | $26,459 | $8,908+197.0% | $6,413+312.6% | $11,404+132.0% |