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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 | $22,922 | $106,008-78.4% | $92,240-75.1% | $147,586-84.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.52% | 50.05%-25.5pp | 176.29%-151.8pp | 578.59%-554.1pp |
| Employer contribution / active EE | $1,434 | $4,333-66.9% | $3,680-61.0% | $4,876-70.6% |
| Participant deferral / active EE | $1,570 | $4,478-64.9% | $3,897-59.7% | $5,439-71.1% |
| Admin fee / account holder | $533 | $6,333-91.6% | $5,194-89.7% | $10,886-95.1% |