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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 | $85,863 | $106,008-19.0% | $92,240-6.9% | $147,586-41.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.93% | 50.05%-28.1pp | 176.29%-154.4pp | 578.59%-556.7pp |
| Employer contribution / active EE | $25,820 | $4,333+495.8% | $3,680+601.7% | $4,876+429.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $798 | $6,333-87.4% | $5,194-84.6% | $10,886-92.7% |