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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 | $50,252 | $55,930-10.2% | $76,089-34.0% | $80,925-37.9% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 11.53% | 20.58%-9.0pp | 360.94%-349.4pp | 35.65%-24.1pp |
| Employer contribution / active EE | $2,209 | $1,866+18.4% | $2,690-17.9% | $2,756-19.8% |
| Participant deferral / active EE | $3,823 | $3,051+25.3% | $4,259-10.2% | $4,299-11.1% |
| Admin fee / account holder | $9,601 | $5,241+83.2% | $6,418+49.6% | $6,940+38.3% |