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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 | $59,282 | $89,364-33.7% | $141,177-58.0% | $72,983-18.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.90% | 111.86%-89.0pp | 71.40%-48.5pp | 81.01%-58.1pp |
| Employer contribution / active EE | $1,761 | $3,115-43.5% | $4,736-62.8% | $2,440-27.8% |
| Participant deferral / active EE | $2,657 | $5,419-51.0% | $6,710-60.4% | $3,608-26.3% |
| Admin fee / account holder | $5,056 | $5,959-15.1% | $10,263-50.7% | $5,124-1.3% |