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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 | $129,563 | $102,382+26.5% | $147,005-11.9% | $80,874+60.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.47% | 134.89%-120.4pp | 418.76%-404.3pp | 35.62%-21.1pp |
| Employer contribution / active EE | $2,789 | $3,715-24.9% | $4,934-43.5% | $2,756+1.2% |
| Participant deferral / active EE | $6,198 | $6,646-6.7% | $8,070-23.2% | $4,297+44.2% |
| Admin fee / account holder | $35,295 | $7,942+344.4% | $13,006+171.4% | $6,935+408.9% |