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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 | $182,562 | $81,331+124.5% | $155,534+17.4% | $80,935+125.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.16% | 33.37%-19.2pp | 64.92%-50.8pp | 35.66%-21.5pp |
| Employer contribution / active EE | $2,679 | $3,105-13.7% | $4,675-42.7% | $2,757-2.8% |
| Participant deferral / active EE | $6,945 | $3,454+101.1% | $5,630+23.4% | $4,299+61.5% |
| Admin fee / account holder | $872 | $7,999-89.1% | $15,900-94.5% | $6,924-87.4% |