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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 | $35,791 | $118,708-69.8% | $98,920-63.8% | $158,966-77.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.50% | 372.49%-356.0pp | 196.47%-180.0pp | 302.95%-286.4pp |
| Employer contribution / active EE | $9,750 | $3,334+192.4% | $2,689+262.5% | $4,762+104.7% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,018 | $10,134-60.3% | $6,643-39.5% | $11,250-64.3% |