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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 | $50,699 | $95,979-47.2% | $74,551-32.0% | $135,380-62.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -0.40% | 56.97%-57.4pp | 32.53%-32.9pp | 519.81%-520.2pp |
| Employer contribution / active EE | $6,939 | $2,716+155.4% | $1,961+253.8% | $4,779+45.2% |
| Participant deferral / active EE | $3,578 | $3,844-6.9% | $3,108+15.1% | $5,609-36.2% |
| Admin fee / account holder | $1,762 | $6,522-73.0% | $5,059-65.2% | $10,828-83.7% |