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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 | $52,353 | $82,674-36.7% | $125,363-58.2% | $68,495-23.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.03% | -5.97%-10.1pp | 572.15%-588.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,237 | $3,382-4.3% | $4,815-32.8% | $2,596+24.7% |
| Participant deferral / active EE | $4,242 | $6,111-30.6% | $7,447-43.0% | $4,028+5.3% |
| Admin fee / account holder | $3,580 | $6,276-43.0% | $10,005-64.2% | $5,403-33.7% |