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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 | $213,785-62.4% | $185,441-56.7% | $155,188-48.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 9.91% | 19.97%-10.1pp | 20.16%-10.3pp | 148.84%-138.9pp |
| Employer contribution / active EE | $2,317 | $5,393-57.0% | $4,672-50.4% | $4,248-45.4% |
| Participant deferral / active EE | $3,474 | $6,864-49.4% | $6,152-43.5% | $6,531-46.8% |
| Admin fee / account holder | $1,559 | $21,134-92.6% | $17,890-91.3% | $14,480-89.2% |