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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 | $81,472 | $100,938-19.3% | $90,461-9.9% | $158,982-48.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.08% | 1727.20%-1713.1pp | 1294.76%-1280.7pp | 302.99%-288.9pp |
| Employer contribution / active EE | $2,237 | $3,691-39.4% | $3,264-31.5% | $4,763-53.0% |
| Participant deferral / active EE | $11,838 | $4,350+172.2% | $3,964+198.6% | $5,983+97.8% |
| Admin fee / account holder | $3,358 | $6,510-48.4% | $5,617-40.2% | $11,252-70.2% |