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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 | $40,400 | $105,200-61.6% | $159,474-74.7% | $85,847-52.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 32.55% | 45.08%-12.5pp | 263.68%-231.1pp | 318.61%-286.1pp |
| Employer contribution / active EE | $6,884 | $3,319+107.4% | $4,831+42.5% | $2,565+168.3% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,171 | $6,934-39.9% | $10,802-61.4% | $6,261-33.4% |