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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 | $50,917 | $93,117-45.3% | $77,096-34.0% | $134,532-62.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 29.21% | 62.67%-33.5pp | 42.35%-13.1pp | 418.27%-389.1pp |
| Employer contribution / active EE | $3,333 | $3,420-2.5% | $2,814+18.4% | $4,741-29.7% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,927 | $6,948-0.3% | $5,428+27.6% | $11,429-39.4% |