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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 | $89,292 | $138,102-35.3% | $125,381-28.8% | $134,532-33.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.02% | 750.73%-764.7pp | 572.31%-586.3pp | 418.27%-432.3pp |
| Employer contribution / active EE | $7,208 | $5,245+37.4% | $4,815+49.7% | $4,741+52.0% |
| Participant deferral / active EE | $5,466 | $7,801-29.9% | $7,448-26.6% | $6,401-14.6% |
| Admin fee / account holder | $31,234 | $11,568+170.0% | $10,007+212.1% | $11,429+173.3% |