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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 | $38,891 | $167,362-76.8% | $143,799-73.0% | $134,532-71.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.48% | 0.47%-1.0pp | -0.04%-0.4pp | 418.27%-418.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,103 | $6,447-5.3% | $5,638+8.2% | $6,401-4.7% |
| Admin fee / account holder | $63,798 | $18,094+252.6% | $14,677+334.7% | $11,429+458.2% |