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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 | $112,692 | $99,032+13.8% | $80,022+40.8% | $135,380-16.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -0.68% | 15.39%-16.1pp | 11.22%-11.9pp | 519.81%-520.5pp |
| Employer contribution / active EE | $18,734 | $3,043+515.6% | $2,468+659.1% | $4,779+292.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,939 | $10,436-23.9% | $6,521+21.7% | $10,828-26.7% |