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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 | $65,388 | $117,895-44.5% | $102,460-36.2% | $145,897-55.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 97.87% | 31.92%+65.9pp | 29.47%+68.4pp | 552.29%-454.4pp |
| Employer contribution / active EE | $5,625 | $3,619+55.4% | $3,025+85.9% | $4,663+20.6% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,262 | $13,353-83.1% | $9,460-76.1% | $13,390-83.1% |