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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 | $123,215 | $90,320+36.4% | $59,496+107.1% | $125,389-1.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -0.23% | 369.13%-369.4pp | 182.05%-182.3pp | 282.24%-282.5pp |
| Employer contribution / active EE | $9,850 | $1,792+449.8% | $1,153+754.3% | $4,866+102.4% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,570 | $3,063-16.1% | $2,232+15.1% | $9,541-73.1% |