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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 | $146,364 | $102,422+42.9% | $147,117-0.5% | $80,959+80.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 23.48% | 135.16%-111.7pp | 420.54%-397.1pp | 35.67%-12.2pp |
| Employer contribution / active EE | $11,356 | $3,717+205.5% | $4,932+130.2% | $2,757+311.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,743 | $7,953-2.6% | $12,993-40.4% | $6,925+11.8% |