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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 | $56,594 | $167,353-66.2% | $143,797-60.6% | $134,545-57.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.10% | 0.48%-16.6pp | -0.04%-16.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $4,835 | $5,620-14.0% | $4,952-2.4% | $4,742+2.0% |
| Participant deferral / active EE | $7,576 | $6,447+17.5% | $5,638+34.4% | $6,401+18.4% |
| Admin fee / account holder | $12,397 | $18,096-31.5% | $14,679-15.5% | $11,431+8.5% |