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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 | $55,284 | $114,119-51.6% | $107,187-48.4% | $138,895-60.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.20% | 273.21%-256.0pp | 204.55%-187.3pp | 145.39%-128.2pp |
| Employer contribution / active EE | $3,242 | $4,059-20.1% | $3,782-14.3% | $4,194-22.7% |
| Participant deferral / active EE | $7,139 | $5,538+28.9% | $5,096+40.1% | $6,396+11.6% |
| Admin fee / account holder | $4,066 | $10,024-59.4% | $9,162-55.6% | $12,562-67.6% |