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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 | $14,249 | $53,837-73.5% | $75,714-81.2% | $85,847-83.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 126.53% | 24.54%+102.0pp | 104.62%+21.9pp | 318.61%-192.1pp |
| Employer contribution / active EE | $1,385 | $2,017-31.3% | $2,744-49.5% | $2,565-46.0% |
| Participant deferral / active EE | $3,172 | $2,895+9.6% | $3,820-17.0% | $3,952-19.7% |
| Admin fee / account holder | $3,884 | $3,339+16.3% | $3,619+7.3% | $6,261-38.0% |