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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 | $85,713 | $227,399-62.3% | $189,758-54.8% | $198,609-56.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 6.32% | 61.03%-54.7pp | 52.62%-46.3pp | 202.70%-196.4pp |
| Employer contribution / active EE | $3,619 | $5,526-34.5% | $4,767-24.1% | $5,055-28.4% |
| Participant deferral / active EE | $7,725 | $6,837+13.0% | $5,856+31.9% | $6,977+10.7% |
| Admin fee / account holder | $606,282 | $25,162+2309.5% | $20,388+2873.7% | $19,030+3085.9% |