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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 | $86,394 | $125,237-31.0% | $105,608-18.2% | $145,877-40.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 23.40% | 225.76%-202.4pp | 116.50%-93.1pp | 551.28%-527.9pp |
| Employer contribution / active EE | $1,970 | $3,720-47.1% | $3,167-37.8% | $4,663-57.8% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $29,802 | $17,287+72.4% | $11,028+170.2% | $13,402+122.4% |