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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 | $117,829-44.5% | $102,423-36.2% | $145,877-55.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 97.87% | 31.83%+66.0pp | 29.42%+68.4pp | 551.28%-453.4pp |
| Employer contribution / active EE | $5,625 | $3,615+55.6% | $3,023+86.1% | $4,663+20.6% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,262 | $13,335-83.0% | $9,455-76.1% | $13,402-83.1% |