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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 | $24,016 | $106,280-77.4% | $96,538-75.1% | $139,487-82.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.05% | 38.48%-23.4pp | 35.74%-20.7pp | 373.84%-358.8pp |
| Employer contribution / active EE | $1,418 | $4,107-65.5% | $3,740-62.1% | $4,755-70.2% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $911 | $7,888-88.4% | $6,737-86.5% | $11,407-92.0% |