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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 | $85,785 | $106,008-19.1% | $92,240-7.0% | $147,586-41.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.63% | 50.05%-24.4pp | 176.29%-150.7pp | 578.59%-553.0pp |
| Employer contribution / active EE | $19,048 | $4,333+339.6% | $3,680+417.6% | $4,876+290.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,433 | $6,333-61.6% | $5,194-53.2% | $10,886-77.7% |