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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 | $76,096 | $144,130-47.2% | $117,861-35.4% | $147,586-48.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.81% | 531.20%-518.4pp | 335.11%-322.3pp | 578.59%-565.8pp |
| Employer contribution / active EE | $11,039 | $4,897+125.4% | $3,786+191.6% | $4,876+126.4% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,029 | $10,887-44.6% | $8,021-24.8% | $10,886-44.6% |