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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,395 | $135,645-78.3% | $110,243-73.3% | $135,380-78.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.07% | 513.24%-513.3pp | 314.76%-314.8pp | 519.81%-519.9pp |
| Employer contribution / active EE | $84,800 | $4,907+1628.2% | $3,827+2116.0% | $4,779+1674.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $66,600 | $11,458+481.2% | $8,548+679.1% | $10,828+515.1% |