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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 | $233,703 | $104,116+124.5% | $71,089+228.7% | $135,380+72.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -0.38% | 1256.51%-1256.9pp | 650.65%-651.0pp | 519.81%-520.2pp |
| Employer contribution / active EE | $10,072 | $1,485+578.3% | $1,088+826.0% | $4,779+110.8% |
| Participant deferral / active EE | $0 | $2,524-100.0% | $1,873-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,146 | $4,142+24.2% | $3,082+66.9% | $10,828-52.5% |