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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 | $206,676 | $90,320+128.8% | $59,496+247.4% | $125,389+64.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -0.31% | 369.13%-369.4pp | 182.05%-182.4pp | 282.24%-282.6pp |
| Employer contribution / active EE | $14,775 | $1,792+724.7% | $1,153+1181.5% | $4,866+203.6% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,924 | $3,063+60.8% | $2,232+120.6% | $9,541-48.4% |