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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 | $209,687 | $107,809+94.5% | $90,657+131.3% | $135,380+54.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 9.57% | -0.90%+10.5pp | 1.89%+7.7pp | 519.81%-510.2pp |
| Employer contribution / active EE | $1,788 | $3,018-40.8% | $2,532-29.4% | $4,779-62.6% |
| Participant deferral / active EE | $19,833 | $3,872+412.2% | $3,424+479.2% | $5,609+253.6% |
| Admin fee / account holder | $975 | $5,931-83.6% | $4,994-80.5% | $10,828-91.0% |