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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 | $35,760 | $160,059-77.7% | $140,019-74.5% | $135,380-73.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.30% | 911.48%-911.8pp | 651.17%-651.5pp | 519.81%-520.1pp |
| Employer contribution / active EE | $2,400 | $6,420-62.6% | $5,605-57.2% | $4,779-49.8% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,468 | $13,328-89.0% | $10,705-86.3% | $10,828-86.4% |