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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 | $159,116 | $78,705+102.2% | $117,860+35.0% | $70,124+126.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 60.18% | 23.30%+36.9pp | 335.10%-274.9pp | 73.14%-13.0pp |
| Employer contribution / active EE | $18,279 | $2,223+722.1% | $3,786+382.8% | $2,342+680.3% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,441 | $5,065+66.6% | $8,021+5.2% | $4,645+81.7% |