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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 | $102,385-24.7% | $147,080-47.6% | $80,935-4.8% |
| Participation rate | 97.2% | 75.9%+21.4pp | 82.2%+15.0pp | 67.7%+29.6pp |
| Annual return | 40.79% | 135.09%-94.3pp | 420.17%-379.4pp | 35.66%+5.1pp |
| Employer contribution / active EE | $8,878 | $3,717+138.9% | $4,933+80.0% | $2,757+222.1% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,507 | $7,951-68.5% | $12,989-80.7% | $6,924-63.8% |