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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 | $80,365 | $184,014-56.3% | $161,149-50.1% | $138,895-42.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 9.91% | 21.52%-11.6pp | 21.16%-11.2pp | 145.39%-135.5pp |
| Employer contribution / active EE | $2,317 | $5,055-54.2% | $4,360-46.9% | $4,194-44.8% |
| Participant deferral / active EE | $3,474 | $6,909-49.7% | $6,153-43.5% | $6,396-45.7% |
| Admin fee / account holder | $1,559 | $18,027-91.4% | $15,194-89.7% | $12,562-87.6% |