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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 | $56,121 | $106,280-47.2% | $96,538-41.9% | $139,487-59.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.74% | 38.48%-24.7pp | 35.74%-22.0pp | 373.84%-360.1pp |
| Employer contribution / active EE | $2,255 | $4,107-45.1% | $3,740-39.7% | $4,755-52.6% |
| Participant deferral / active EE | $10,593 | $5,457+94.1% | $4,880+117.0% | $6,713+57.8% |
| Admin fee / account holder | $514 | $7,888-93.5% | $6,737-92.4% | $11,407-95.5% |