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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 | $95,659 | $135,645-29.5% | $110,243-13.2% | $135,380-29.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 6.35% | 513.24%-506.9pp | 314.76%-308.4pp | 519.81%-513.5pp |
| Employer contribution / active EE | $11,803 | $4,907+140.5% | $3,827+208.4% | $4,779+147.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17,731 | $11,458+54.7% | $8,548+107.4% | $10,828+63.7% |