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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 | $129,644 | $105,867+22.5% | $90,760+42.8% | $134,532-3.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 3.71% | -10.99%+14.7pp | -12.16%+15.9pp | 418.27%-414.6pp |
| Employer contribution / active EE | $18,750 | $3,464+441.4% | $2,922+541.8% | $4,741+295.5% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,895 | $13,936-79.2% | $8,444-65.7% | $11,429-74.7% |