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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 | $81,952 | $175,646-53.3% | $129,118-36.5% | $134,532-39.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -14.89% | -11.39%-3.5pp | -10.94%-3.9pp | 418.27%-433.2pp |
| Employer contribution / active EE | $2,023 | $6,355-68.2% | $5,051-59.9% | $4,741-57.3% |
| Participant deferral / active EE | $10,661 | $7,970+33.8% | $6,539+63.0% | $6,401+66.6% |
| Admin fee / account holder | $2,693 | $23,578-88.6% | $14,305-81.2% | $11,429-76.4% |