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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 | $71,056 | $72,404-1.9% | $110,241-35.5% | $64,181+10.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 5.89% | -6.29%+12.2pp | 314.75%-308.9pp | 7.63%-1.7pp |
| Employer contribution / active EE | $5,887 | $2,282+158.0% | $3,827+53.8% | $2,381+147.3% |
| Participant deferral / active EE | $4,954 | $3,469+42.8% | $4,672+6.0% | $3,470+42.8% |
| Admin fee / account holder | $13,016 | $5,664+129.8% | $8,548+52.3% | $4,887+166.3% |