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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 | $125,237-75.5% | $105,608-70.9% | $145,877-78.9% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 31.25% | 225.76%-194.5pp | 116.50%-85.3pp | 551.28%-520.0pp |
| Employer contribution / active EE | $5,000 | $3,720+34.4% | $3,167+57.9% | $4,663+7.2% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,301 | $17,287-80.9% | $11,028-70.1% | $13,402-75.4% |