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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 | $130,516 | $78,694+65.9% | $67,652+92.9% | $125,389+4.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.92% | 9.46%-12.4pp | 6625.40%-6628.3pp | 282.24%-285.2pp |
| Employer contribution / active EE | $23,333 | $3,044+666.6% | $2,266+929.9% | $4,866+379.5% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,808 | $7,403-75.6% | $4,821-62.5% | $9,541-81.0% |