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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 | $91,836 | $167,504-45.2% | $151,628-39.4% | $134,509-31.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.08% | 7.81%-19.9pp | 3.34%-15.4pp | 418.13%-430.2pp |
| Employer contribution / active EE | $4,228 | $6,828-38.1% | $6,165-31.4% | $4,741-10.8% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,537 | $13,779-88.8% | $11,613-86.8% | $11,427-86.5% |