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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 | $115,845 | $167,362-30.8% | $143,799-19.4% | $134,532-13.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.11% | 0.47%-8.6pp | -0.04%-8.1pp | 418.27%-426.4pp |
| Employer contribution / active EE | $1,442 | $5,620-74.3% | $4,952-70.9% | $4,741-69.6% |
| Participant deferral / active EE | $4,249 | $6,447-34.1% | $5,638-24.6% | $6,401-33.6% |
| Admin fee / account holder | $53,450 | $18,094+195.4% | $14,677+264.2% | $11,429+367.7% |