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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 | $111,814-45.7% | $103,378-41.2% | $145,978-58.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.10% | 24.80%-12.7pp | 24.91%-12.8pp | 550.52%-538.4pp |
| Employer contribution / active EE | $9,972 | $4,215+136.6% | $3,870+157.7% | $4,662+113.9% |
| Participant deferral / active EE | $12,123 | $5,618+115.8% | $5,058+139.7% | $6,690+81.2% |
| Admin fee / account holder | $3,043 | $9,764-68.8% | $8,401-63.8% | $13,400-77.3% |