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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 | $243,916 | $98,776+146.9% | $149,745+62.9% | $79,856+205.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.56% | 27.38%-14.8pp | 276.72%-264.2pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,651 | $3,217-17.6% | $4,646-42.9% | $2,471+7.3% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $21,704 | $6,053+258.6% | $9,312+133.1% | $5,306+309.0% |