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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 | $120,692 | $210,991-42.8% | $153,741-21.5% | $145,897-17.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.57% | 13.46%-4.9pp | 15.71%-7.1pp | 552.29%-543.7pp |
| Employer contribution / active EE | $2,973 | $6,057-50.9% | $5,042-41.0% | $4,663-36.2% |
| Participant deferral / active EE | $17,026 | $7,979+113.4% | $6,757+152.0% | $6,689+154.5% |
| Admin fee / account holder | $8,101 | $19,490-58.4% | $12,749-36.5% | $13,390-39.5% |