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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 | $77,070 | $102,382-24.7% | $147,005-47.6% | $80,874-4.7% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.6pp |
| Annual return | 40.79% | 134.89%-94.1pp | 418.76%-378.0pp | 35.62%+5.2pp |
| Employer contribution / active EE | $8,878 | $3,715+139.0% | $4,934+79.9% | $2,756+222.2% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,507 | $7,942-68.4% | $13,006-80.7% | $6,935-63.8% |