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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 | $30,726 | $125,190-75.5% | $105,624-70.9% | $145,897-78.9% |
| Participation rate | 90.0% | 77.6%+12.4pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 31.25% | 225.22%-194.0pp | 116.20%-85.0pp | 552.29%-521.0pp |
| Employer contribution / active EE | $5,000 | $3,720+34.4% | $3,168+57.8% | $4,663+7.2% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,301 | $17,138-80.7% | $10,961-69.9% | $13,390-75.3% |