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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 | $150,518 | $108,695+38.5% | $74,722+101.4% | $152,897-1.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 8.73% | 114.11%-105.4pp | 753.11%-744.4pp | 345.43%-336.7pp |
| Employer contribution / active EE | $6,633 | $1,504+341.0% | $1,084+511.8% | $4,764+39.3% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,679 | $4,906-45.4% | $3,335-19.7% | $11,599-76.9% |