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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 | $110,337-44.9% | $102,383-40.7% | $145,877-58.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.10% | 24.83%-12.7pp | 24.94%-12.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $9,972 | $4,216+136.5% | $3,870+157.7% | $4,663+113.9% |
| Participant deferral / active EE | $12,123 | $5,621+115.7% | $5,060+139.6% | $6,691+81.2% |
| Admin fee / account holder | $3,043 | $9,750-68.8% | $8,391-63.7% | $13,402-77.3% |