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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 | $47,899 | $102,595-53.3% | $94,057-49.1% | $154,746-69.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.50% | 583.42%-570.9pp | 480.62%-468.1pp | 172.34%-159.8pp |
| Employer contribution / active EE | $2,197 | $3,147-30.2% | $2,933-25.1% | $4,379-49.8% |
| Participant deferral / active EE | $4,504 | $5,118-12.0% | $4,709-4.4% | $6,730-33.1% |
| Admin fee / account holder | $1,078 | $7,736-86.1% | $7,244-85.1% | $14,365-92.5% |