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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 | $30,584 | $105,866-71.1% | $90,766-66.3% | $134,545-77.3% |
| Participation rate | 95.8% | 78.3%+17.6pp | 75.7%+20.1pp | 81.2%+14.6pp |
| Annual return | 11.80% | -10.99%+22.8pp | -12.16%+24.0pp | 418.37%-406.6pp |
| Employer contribution / active EE | $745 | $3,464-78.5% | $2,922-74.5% | $4,742-84.3% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,871 | $13,938-79.4% | $8,446-66.0% | $11,431-74.9% |