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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 | $29,737 | $185,905-84.0% | $170,057-82.5% | $139,487-78.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.10% | 60.56%-43.5pp | 53.42%-36.3pp | 373.84%-356.7pp |
| Employer contribution / active EE | $2,304 | $7,597-69.7% | $6,790-66.1% | $4,755-51.5% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,345 | $15,397-91.3% | $12,826-89.5% | $11,407-88.2% |