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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 | $45,958 | $134,001-65.7% | $112,258-59.1% | $134,509-65.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.86% | 47.15%-64.0pp | 27.47%-44.3pp | 418.13%-435.0pp |
| Employer contribution / active EE | $4,432 | $4,039+9.7% | $3,636+21.9% | $4,741-6.5% |
| Participant deferral / active EE | $10,765 | $5,291+103.4% | $4,728+127.7% | $6,400+68.2% |
| Admin fee / account holder | $2,162 | $7,491-71.1% | $6,411-66.3% | $11,427-81.1% |