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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 | $45,645 | $115,814-60.6% | $101,275-54.9% | $158,982-71.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.41% | 56.16%-40.7pp | 46.48%-31.1pp | 302.99%-287.6pp |
| Employer contribution / active EE | $1,412 | $4,176-66.2% | $3,660-61.4% | $4,763-70.4% |
| Participant deferral / active EE | $6,835 | $4,958+37.9% | $4,371+56.4% | $5,983+14.2% |
| Admin fee / account holder | $1,280 | $7,249-82.3% | $5,948-78.5% | $11,252-88.6% |