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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 | $78,624 | $99,053-20.6% | $88,179-10.8% | $138,895-43.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 17.87% | 78.17%-60.3pp | 64.97%-47.1pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,546 | $2,882-11.7% | $2,549-0.1% | $4,194-39.3% |
| Participant deferral / active EE | $6,282 | $5,225+20.2% | $4,614+36.2% | $6,396-1.8% |
| Admin fee / account holder | $887 | $8,748-89.9% | $7,673-88.4% | $12,562-92.9% |