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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 | $61,987 | $102,595-39.6% | $94,057-34.1% | $154,746-59.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.28% | 583.42%-572.1pp | 480.62%-469.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $17,019 | $3,147+440.8% | $2,933+480.2% | $4,379+288.6% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $46,600 | $7,736+502.4% | $7,244+543.3% | $14,365+224.4% |