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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 | $21,333 | $176,105-87.9% | $159,474-86.6% | $167,536-87.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.31% | 331.91%-316.6pp | 263.68%-248.4pp | 478.82%-463.5pp |
| Employer contribution / active EE | $4,205 | $5,299-20.7% | $4,831-13.0% | $4,839-13.1% |
| Participant deferral / active EE | $4,205 | $7,751-45.8% | $7,353-42.8% | $6,342-33.7% |
| Admin fee / account holder | $3,670 | $12,559-70.8% | $10,802-66.0% | $12,315-70.2% |