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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 | $56,234 | $111,814-49.7% | $103,374-45.6% | $145,959-61.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.97% | 24.77%-14.8pp | 24.89%-14.9pp | 561.95%-552.0pp |
| Employer contribution / active EE | $2,253 | $4,214-46.5% | $3,869-41.8% | $4,661-51.7% |
| Participant deferral / active EE | $7,355 | $5,618+30.9% | $5,058+45.4% | $6,689+10.0% |
| Admin fee / account holder | $519 | $9,754-94.7% | $8,394-93.8% | $13,398-96.1% |