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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 | $20,879 | $134,001-84.4% | $112,258-81.4% | $134,509-84.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.29% | 47.15%-57.4pp | 27.47%-37.8pp | 418.13%-428.4pp |
| Employer contribution / active EE | $2,585 | $4,039-36.0% | $3,636-28.9% | $4,741-45.5% |
| Participant deferral / active EE | $2,585 | $5,291-51.2% | $4,728-45.3% | $6,400-59.6% |
| Admin fee / account holder | $4,965 | $7,491-33.7% | $6,411-22.6% | $11,427-56.5% |