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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 | $101,814 | $167,352-39.2% | $143,788-29.2% | $134,509-24.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.28% | 0.47%-4.7pp | -0.03%-4.2pp | 418.13%-422.4pp |
| Employer contribution / active EE | $5,427 | $5,620-3.4% | $4,952+9.6% | $4,741+14.5% |
| Participant deferral / active EE | $27,000 | $6,447+318.8% | $5,638+378.9% | $6,400+321.9% |
| Admin fee / account holder | $2,611 | $18,091-85.6% | $14,675-82.2% | $11,427-77.1% |