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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 | $98,011 | $211,288-53.6% | $178,540-45.1% | $145,884-32.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.17% | 30.27%-19.1pp | 27.15%-16.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $3,045 | $4,574-33.4% | $3,953-23.0% | $4,662-34.7% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,329 | $12,105-89.0% | $10,424-87.3% | $13,392-90.1% |