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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 | $130,221 | $183,539-29.0% | $155,556-16.3% | $145,897-10.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.15% | 61.31%-51.2pp | 64.84%-54.7pp | 552.29%-542.1pp |
| Employer contribution / active EE | $2,169 | $5,315-59.2% | $4,675-53.6% | $4,663-53.5% |
| Participant deferral / active EE | $5,839 | $6,467-9.7% | $5,631+3.7% | $6,689-12.7% |
| Admin fee / account holder | $3,956 | $19,275-79.5% | $15,885-75.1% | $13,390-70.5% |