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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 | $74,666 | $153,769-51.4% | $133,975-44.3% | $273,972-72.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.24% | 36.51%-24.3pp | 29.29%-17.1pp | 41.46%-29.2pp |
| Employer contribution / active EE | $6,342 | $6,029+5.2% | $5,211+21.7% | $4,869+30.2% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,049 | $11,765-82.6% | $9,324-78.0% | $10,133-79.8% |