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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 | $39,177 | $134,001-70.8% | $112,258-65.1% | $134,509-70.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 14.51% | 47.15%-32.6pp | 27.47%-13.0pp | 418.13%-403.6pp |
| Employer contribution / active EE | $5,278 | $4,039+30.7% | $3,636+45.2% | $4,741+11.3% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,118 | $7,491-58.4% | $6,411-51.4% | $11,427-72.7% |