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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 | $50,997 | $49,896+2.2% | $80,627-36.7% | $75,173-32.2% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 15.34% | 34.67%-19.3pp | 936.76%-921.4pp | 160.72%-145.4pp |
| Employer contribution / active EE | $4,864 | $1,699+186.3% | $2,723+78.7% | $2,671+82.1% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,447 | $3,578+219.9% | $5,381+112.7% | $5,651+102.6% |