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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 | $42,704 | $129,737-67.1% | $119,126-64.2% | $154,746-72.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.04% | 379.08%-363.0pp | 282.11%-266.1pp | 172.34%-156.3pp |
| Employer contribution / active EE | $5,902 | $4,375+34.9% | $4,034+46.3% | $4,379+34.8% |
| Participant deferral / active EE | $11,432 | $5,842+95.7% | $5,318+115.0% | $6,730+69.9% |
| Admin fee / account holder | $4,491 | $11,961-62.5% | $10,693-58.0% | $14,365-68.7% |