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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 | $81,262+124.7% | $155,602+17.3% | $80,911+125.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.16% | 33.34%-19.2pp | 64.81%-50.7pp | 35.63%-21.5pp |
| Employer contribution / active EE | $2,679 | $3,102-13.6% | $4,675-42.7% | $2,756-2.8% |
| Participant deferral / active EE | $6,945 | $3,451+101.2% | $5,629+23.4% | $4,297+61.6% |
| Admin fee / account holder | $872 | $7,992-89.1% | $15,923-94.5% | $6,935-87.4% |