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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 | $150,600 | $135,645+11.0% | $110,243+36.6% | $135,379+11.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.38% | 513.24%-520.6pp | 314.76%-322.1pp | 519.79%-527.2pp |
| Employer contribution / active EE | $12,000 | $4,907+144.6% | $3,827+213.6% | $4,779+151.1% |
| Participant deferral / active EE | $18,500 | $5,507+235.9% | $4,672+296.0% | $5,609+229.8% |
| Admin fee / account holder | $1,895 | $11,458-83.5% | $8,548-77.8% | $10,828-82.5% |