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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 | $98,831 | $57,352+72.3% | $83,831+17.9% | $64,173+54.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -0.87% | 11.38%-12.3pp | 850.99%-851.9pp | 7.63%-8.5pp |
| Employer contribution / active EE | $16,611 | $2,546+552.5% | $3,631+357.4% | $2,381+597.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $20,798 | $4,046+414.0% | $5,479+279.6% | $4,887+325.5% |