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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 | $57,232 | $78,694-27.3% | $67,652-15.4% | $125,389-54.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 68.00% | 9.46%+58.5pp | 6625.40%-6557.4pp | 282.24%-214.2pp |
| Employer contribution / active EE | $9,479 | $3,044+211.4% | $2,266+318.4% | $4,866+94.8% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $8,470 | $7,403+14.4% | $4,821+75.7% | $9,541-11.2% |