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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 | $61,898 | $124,330-50.2% | $109,173-43.3% | $167,536-63.1% |
| Participation rate | 93.8% | 79.5%+14.3pp | 75.9%+17.9pp | 82.1%+11.6pp |
| Annual return | 44.15% | 26.04%+18.1pp | 25.75%+18.4pp | 478.82%-434.7pp |
| Employer contribution / active EE | $9,919 | $4,209+135.6% | $3,723+166.4% | $4,839+105.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,814 | $7,974-64.7% | $6,755-58.3% | $12,315-77.2% |