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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,566 | $77,817-71.0% | $123,553-81.7% | $64,173-64.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 3.36% | 12.49%-9.1pp | 119.21%-115.8pp | 7.63%-4.3pp |
| Employer contribution / active EE | $1,434 | $3,014-52.4% | $4,628-69.0% | $2,381-39.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $597 | $5,519-89.2% | $9,284-93.6% | $4,887-87.8% |