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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 | $155,891 | $71,230+118.9% | $93,727+66.3% | $80,959+92.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 209.98% | 11.26%+198.7pp | 133.83%+76.1pp | 35.67%+174.3pp |
| Employer contribution / active EE | $3,093 | $1,565+97.6% | $2,421+27.7% | $2,757+12.2% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,140 | $6,961-69.3% | $8,292-74.2% | $6,925-69.1% |