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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 | $33,117 | $157,296-78.9% | $141,191-76.5% | $152,897-78.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 35.79% | 64.34%-28.6pp | 71.41%-35.6pp | 345.43%-309.6pp |
| Employer contribution / active EE | $1,522 | $5,262-71.1% | $4,736-67.9% | $4,764-68.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,493 | $12,125-79.4% | $10,264-75.7% | $11,599-78.5% |