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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 | $33,899 | $165,939-79.6% | $122,354-72.3% | $147,586-77.0% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 26.69% | 34.56%-7.9pp | 30.28%-3.6pp | 578.59%-551.9pp |
| Employer contribution / active EE | $5,766 | $5,754+0.2% | $4,051+42.3% | $4,876+18.2% |
| Participant deferral / active EE | $7,413 | $4,005+85.1% | $3,287+125.5% | $5,439+36.3% |
| Admin fee / account holder | $566 | $7,425-92.4% | $5,479-89.7% | $10,886-94.8% |