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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 | $49,453 | $100,811-50.9% | $86,698-43.0% | $134,545-63.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 20.58% | 29.11%-8.5pp | 35.96%-15.4pp | 418.37%-397.8pp |
| Employer contribution / active EE | $1,792 | $3,490-48.7% | $2,837-36.8% | $4,742-62.2% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $573 | $10,926-94.8% | $7,492-92.4% | $11,431-95.0% |