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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 | $110,446 | $95,915+15.2% | $79,580+38.8% | $134,532-17.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 0.68% | -2.71%+3.4pp | 0.15%+0.5pp | 418.27%-417.6pp |
| Employer contribution / active EE | $6,000 | $3,129+91.8% | $2,413+148.6% | $4,741+26.6% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $58,860 | $9,132+544.6% | $6,835+761.1% | $11,429+415.0% |