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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 | $88,176 | $124,346-29.1% | $111,306-20.8% | $167,553-47.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 55.62% | 37.46%+18.2pp | 54.67%+0.9pp | 478.89%-423.3pp |
| Employer contribution / active EE | $10,000 | $3,438+190.9% | $2,732+266.0% | $4,840+106.6% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,925 | $10,623-72.5% | $7,966-63.3% | $12,316-76.3% |