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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 | $96,440 | $166,131-41.9% | $164,975-41.5% | $145,877-33.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.82% | 100.37%-87.6pp | 70.12%-57.3pp | 551.28%-538.5pp |
| Employer contribution / active EE | $6,714 | $5,276+27.3% | $4,343+54.6% | $4,663+44.0% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,727 | $16,648-77.6% | $12,688-70.6% | $13,402-72.2% |