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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 | $27,288 | $81,664-66.6% | $70,476-61.3% | $158,966-82.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 23.12% | 208.59%-185.5pp | 109.12%-86.0pp | 302.95%-279.8pp |
| Employer contribution / active EE | $1,159 | $3,219-64.0% | $2,738-57.7% | $4,762-75.7% |
| Participant deferral / active EE | $3,205 | $4,556-29.7% | $3,710-13.6% | $5,983-46.4% |
| Admin fee / account holder | $3,710 | $6,197-40.1% | $3,847-3.6% | $11,250-67.0% |