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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 | $86,800 | $183,627-52.7% | $155,602-44.2% | $145,978-40.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.11% | 61.32%-46.2pp | 64.81%-49.7pp | 550.52%-535.4pp |
| Employer contribution / active EE | $1,240 | $5,316-76.7% | $4,675-73.5% | $4,662-73.4% |
| Participant deferral / active EE | $2,646 | $6,466-59.1% | $5,629-53.0% | $6,690-60.4% |
| Admin fee / account holder | $2,902 | $19,327-85.0% | $15,923-81.8% | $13,400-78.3% |