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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 | $52,351 | $99,031-47.1% | $86,597-39.5% | $147,585-64.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.72% | 1312.56%-1298.8pp | 964.96%-951.2pp | 578.57%-564.9pp |
| Employer contribution / active EE | $1,294 | $3,132-58.7% | $2,840-54.4% | $4,876-73.5% |
| Participant deferral / active EE | $2,578 | $3,972-35.1% | $3,609-28.6% | $5,439-52.6% |
| Admin fee / account holder | $1,603 | $5,711-71.9% | $4,906-67.3% | $10,885-85.3% |