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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 | $126,519-31.7% | $106,201-18.7% | $145,959-40.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 23.40% | 225.10%-201.7pp | 116.26%-92.9pp | 561.95%-538.5pp |
| Employer contribution / active EE | $1,970 | $3,726-47.1% | $3,170-37.9% | $4,661-57.7% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,012-100.0% | $6,689-100.0% |
| Admin fee / account holder | $29,802 | $17,312+72.1% | $11,039+170.0% | $13,398+122.4% |