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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 | $29,954 | $85,766-65.1% | $136,298-78.0% | $70,126-57.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.69% | 31.46%-10.8pp | 5156.27%-5135.6pp | 73.15%-52.5pp |
| Employer contribution / active EE | $4,286 | $2,966+44.5% | $4,696-8.7% | $2,343+83.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,366 | $5,421-74.8% | $9,244-85.2% | $4,645-70.6% |