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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 | $19,920 | $56,134-64.5% | $96,192-79.3% | $85,851-76.8% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 409.69% | 42.30%+367.4pp | 192.09%+217.6pp | 318.63%+91.1pp |
| Employer contribution / active EE | $6,726 | $1,620+315.1% | $2,799+140.3% | $2,565+162.2% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,351-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,507 | $3,769-60.0% | $5,539-72.8% | $6,261-75.9% |