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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 | $147,126 | $97,732+50.5% | $83,831+75.5% | $135,380+8.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.27% | 1287.56%-1292.8pp | 850.99%-856.3pp | 519.81%-525.1pp |
| Employer contribution / active EE | $22,194 | $4,222+425.7% | $3,631+511.2% | $4,779+364.4% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,288 | $6,675+39.2% | $5,479+69.5% | $10,828-14.2% |