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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 | $110,410-49.1% | $102,437-45.1% | $145,897-61.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.97% | 24.85%-14.9pp | 24.95%-15.0pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,253 | $4,217-46.6% | $3,871-41.8% | $4,663-51.7% |
| Participant deferral / active EE | $7,355 | $5,622+30.8% | $5,060+45.3% | $6,689+9.9% |
| Admin fee / account holder | $519 | $9,745-94.7% | $8,388-93.8% | $13,390-96.1% |