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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 | $60,752 | $110,410-45.0% | $102,437-40.7% | $145,897-58.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.10% | 24.85%-12.8pp | 24.95%-12.9pp | 552.29%-540.2pp |
| Employer contribution / active EE | $9,972 | $4,217+136.5% | $3,871+157.6% | $4,663+113.9% |
| Participant deferral / active EE | $12,123 | $5,622+115.7% | $5,060+139.6% | $6,689+81.2% |
| Admin fee / account holder | $3,043 | $9,745-68.8% | $8,388-63.7% | $13,390-77.3% |