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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 | $94,590 | $105,200-10.1% | $159,474-40.7% | $85,847+10.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 29.60% | 45.08%-15.5pp | 263.68%-234.1pp | 318.61%-289.0pp |
| Employer contribution / active EE | $20,370 | $3,319+513.8% | $4,831+321.7% | $2,565+694.1% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,089 | $6,934+45.5% | $10,802-6.6% | $6,261+61.1% |