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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 | $44,057 | $72,403-39.2% | $67,524-34.8% | $145,978-69.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.68% | 7197.23%-7183.5pp | 3519.41%-3505.7pp | 550.52%-536.8pp |
| Employer contribution / active EE | $1,659 | $3,072-46.0% | $2,734-39.3% | $4,662-64.4% |
| Participant deferral / active EE | $2,357 | $4,782-50.7% | $4,001-41.1% | $6,690-64.8% |
| Admin fee / account holder | $4,665 | $5,541-15.8% | $4,001+16.6% | $13,400-65.2% |