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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 | $90,628 | $192,737-53.0% | $142,460-36.4% | $139,456-35.0% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 13.28% | 17.99%-4.7pp | 19.99%-6.7pp | 373.45%-360.2pp |
| Employer contribution / active EE | $2,492 | $5,806-57.1% | $4,847-48.6% | $4,753-47.6% |
| Participant deferral / active EE | $15,747 | $7,208+118.4% | $6,283+150.6% | $6,711+134.6% |
| Admin fee / account holder | $2,825 | $15,125-81.3% | $10,011-71.8% | $11,407-75.2% |