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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 | $66,851 | $144,130-53.6% | $117,861-43.3% | $147,586-54.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.80% | 531.20%-518.4pp | 335.11%-322.3pp | 578.59%-565.8pp |
| Employer contribution / active EE | $1,343 | $4,897-72.6% | $3,786-64.5% | $4,876-72.5% |
| Participant deferral / active EE | $12,859 | $5,316+141.9% | $4,482+186.9% | $5,439+136.4% |
| Admin fee / account holder | $4,865 | $10,887-55.3% | $8,021-39.3% | $10,886-55.3% |