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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 | $48,098 | $175,257-72.6% | $149,717-67.9% | $139,456-65.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.54% | 166.70%-147.2pp | 134.41%-114.9pp | 373.45%-353.9pp |
| Employer contribution / active EE | $3,986 | $5,477-27.2% | $4,820-17.3% | $4,753-16.1% |
| Participant deferral / active EE | $6,798 | $6,521+4.2% | $5,682+19.6% | $6,711+1.3% |
| Admin fee / account holder | $3,160 | $16,156-80.4% | $13,213-76.1% | $11,407-72.3% |