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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 | $185,726 | $197,819-6.1% | $155,789+19.2% | $125,388+48.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 1.09% | 86.73%-85.6pp | 71.54%-70.4pp | 282.24%-281.1pp |
| Employer contribution / active EE | $9,260 | $4,850+90.9% | $3,839+141.2% | $4,866+90.3% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,788 | $9,544-81.3% | $7,477-76.1% | $9,541-81.3% |