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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 | $22,196 | $106,008-79.1% | $92,240-75.9% | $147,586-85.0% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 44.51% | 50.05%-5.5pp | 176.29%-131.8pp | 578.59%-534.1pp |
| Employer contribution / active EE | $6,239 | $4,333+44.0% | $3,680+69.6% | $4,876+28.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,413 | $6,333-77.7% | $5,194-72.8% | $10,886-87.0% |