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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 | $47,975 | $48,053-0.2% | $84,628-43.3% | $72,975-34.3% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 37.49% | 37.39%+0.1pp | 258.80%-221.3pp | 81.01%-43.5pp |
| Employer contribution / active EE | $3,666 | $1,602+128.9% | $2,653+38.2% | $2,440+50.2% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $11,580 | $3,395+241.1% | $4,914+135.7% | $5,124+126.0% |