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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 | $163,035 | $108,212+50.7% | $77,513+110.3% | $158,966+2.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 7.13% | 31.67%-24.5pp | 54.81%-47.7pp | 302.95%-295.8pp |
| Employer contribution / active EE | $6,042 | $1,325+356.0% | $987+512.4% | $4,762+26.9% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,746 | $3,709-26.0% | $2,859-4.0% | $11,250-75.6% |