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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 | $103,896 | $176,794-41.2% | $146,647-29.2% | $167,553-38.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.03% | 24.04%-13.0pp | 22.75%-11.7pp | 478.89%-467.9pp |
| Employer contribution / active EE | $13,716 | $5,161+165.7% | $4,137+231.5% | $4,840+183.4% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $8,289 | $13,262-37.5% | $10,281-19.4% | $12,316-32.7% |