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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 | $31,153 | $180,459-82.7% | $154,108-79.8% | $135,380-77.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.78% | 888.21%-890.0pp | 735.21%-737.0pp | 519.81%-521.6pp |
| Employer contribution / active EE | $2,319 | $6,035-61.6% | $5,298-56.2% | $4,779-51.5% |
| Participant deferral / active EE | $2,319 | $5,806-60.1% | $5,081-54.3% | $5,609-58.6% |
| Admin fee / account holder | $108,626 | $16,145+572.8% | $13,411+710.0% | $10,828+903.2% |