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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 | $74,655 | $162,821-54.1% | $133,978-44.3% | $158,982-53.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.56% | 41.95%-24.4pp | 45.10%-27.5pp | 302.99%-285.4pp |
| Employer contribution / active EE | $12,829 | $4,976+157.8% | $3,919+227.3% | $4,763+169.3% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,561 | $11,742-27.1% | $8,930-4.1% | $11,252-23.9% |