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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 | $193,880 | $266,879-27.4% | $149,721+29.5% | - |
| Participation rate | 0.0% | 82.4%-82.4pp | 87.1%-87.1pp | - |
| Annual return | 17.52% | 8.05%+9.5pp | 1501.67%-1484.2pp | - |
| Employer contribution / active EE | $0 | $3,117-100.0% | $5,444-100.0% | - |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,568-100.0% | - |
| Admin fee / account holder | $7,919 | $11,107-28.7% | $11,282-29.8% | - |