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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 | $240,160 | $117,444+104.5% | $99,479+141.4% | $152,909+57.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 6.61% | 31.87%-25.3pp | 30.72%-24.1pp | 345.46%-338.9pp |
| Employer contribution / active EE | $1,990 | $3,014-34.0% | $2,540-21.6% | $4,764-58.2% |
| Participant deferral / active EE | $20,167 | $4,086+393.5% | $3,619+457.2% | $5,851+244.6% |
| Admin fee / account holder | $1,980 | $7,635-74.1% | $6,253-68.3% | $11,601-82.9% |