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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 | $238,308 | $92,743+157.0% | $82,744+188.0% | $134,532+77.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 5.11% | 946.63%-941.5pp | 702.22%-697.1pp | 418.27%-413.2pp |
| Employer contribution / active EE | $11,243 | $3,273+243.5% | $3,008+273.7% | $4,741+137.1% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $943 | $5,977-84.2% | $5,325-82.3% | $11,429-91.8% |