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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 | $53,843 | $124,351-56.7% | $109,188-50.7% | $167,553-67.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.97% | 26.04%-11.1pp | 25.76%-10.8pp | 478.89%-463.9pp |
| Employer contribution / active EE | $1,134 | $4,210-73.1% | $3,723-69.5% | $4,840-76.6% |
| Participant deferral / active EE | $3,571 | $5,257-32.1% | $4,654-23.3% | $6,343-43.7% |
| Admin fee / account holder | $7,248 | $7,975-9.1% | $6,755+7.3% | $12,316-41.2% |