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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 | $40,748 | $133,998-69.6% | $112,263-63.7% | $134,545-69.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.86% | 47.17%-66.0pp | 27.49%-46.4pp | 418.37%-437.2pp |
| Employer contribution / active EE | $1,756 | $4,040-56.5% | $3,636-51.7% | $4,742-63.0% |
| Participant deferral / active EE | $5,295 | $5,2920% | $4,729+12.0% | $6,401-17.3% |
| Admin fee / account holder | $2,611 | $7,493-65.1% | $6,410-59.3% | $11,431-77.2% |