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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,889 | $88,137-36.6% | $164,975-66.1% | $74,429-24.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 15.73% | 17.13%-1.4pp | 70.12%-54.4pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $1,010 | $2,597-61.1% | $4,343-76.7% | $2,625-61.5% |
| Participant deferral / active EE | $4,877 | $4,501+8.4% | $6,033-19.2% | $4,348+12.2% |
| Admin fee / account holder | $300 | $2,231-86.5% | $12,688-97.6% | $1,944-84.6% |