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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 | $154,660 | $134,001+15.4% | $112,258+37.8% | $134,509+15.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.46% | 47.15%-57.6pp | 27.47%-37.9pp | 418.13%-428.6pp |
| Employer contribution / active EE | $13,333 | $4,039+230.1% | $3,636+266.7% | $4,741+181.3% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $18,413 | $7,491+145.8% | $6,411+187.2% | $11,427+61.1% |