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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 | $71,281 | $110,307-35.4% | $96,576-26.2% | $139,456-48.9% |
| Participation rate | 94.7% | 78.1%+16.6pp | 76.0%+18.8pp | 80.3%+14.4pp |
| Annual return | 38.31% | 26.40%+11.9pp | 25.87%+12.4pp | 373.45%-335.1pp |
| Employer contribution / active EE | $13,727 | $3,619+279.3% | $2,965+363.0% | $4,753+188.8% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $13,197 | $11,597+13.8% | $8,253+59.9% | $11,407+15.7% |