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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 | $137,115 | $81,208+68.8% | $98,920+38.6% | $79,852+71.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 27.80% | 60.99%-33.2pp | 196.47%-168.7pp | 31.72%-3.9pp |
| Employer contribution / active EE | $17,738 | $1,960+805.1% | $2,689+559.6% | $2,471+617.8% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $12,205 | $6,013+103.0% | $6,643+83.7% | $5,306+130.0% |