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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 | $110,240-35.3% | $96,544-26.2% | $139,487-48.9% |
| Participation rate | 94.7% | 78.1%+16.6pp | 76.0%+18.8pp | 80.3%+14.4pp |
| Annual return | 38.31% | 26.41%+11.9pp | 25.88%+12.4pp | 373.84%-335.5pp |
| Employer contribution / active EE | $13,727 | $3,622+279.0% | $2,966+362.8% | $4,755+188.7% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $13,197 | $11,602+13.7% | $8,254+59.9% | $11,407+15.7% |