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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 | $118,924 | $129,960-8.5% | $104,299+14.0% | $134,545-11.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.40% | 42.06%-57.5pp | 24.62%-40.0pp | 418.37%-433.8pp |
| Employer contribution / active EE | $4,500 | $4,186+7.5% | $3,373+33.4% | $4,742-5.1% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $321 | $9,324-96.6% | $7,339-95.6% | $11,431-97.2% |