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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 | $50,596 | $103,008-50.9% | $90,304-44.0% | $152,897-66.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.10% | 95.22%-73.1pp | 78.13%-56.0pp | 345.43%-323.3pp |
| Employer contribution / active EE | $2,154 | $3,139-31.4% | $2,855-24.6% | $4,764-54.8% |
| Participant deferral / active EE | $12,474 | $4,281+191.4% | $3,885+221.1% | $5,851+113.2% |
| Admin fee / account holder | $367 | $6,175-94.1% | $5,354-93.1% | $11,599-96.8% |