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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 | $78,507 | $110,379-28.9% | $102,412-23.3% | $145,884-46.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.13% | 24.84%-15.7pp | 24.94%-15.8pp | 551.85%-542.7pp |
| Employer contribution / active EE | $4,415 | $4,216+4.7% | $3,870+14.1% | $4,662-5.3% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,441 | $9,745-13.4% | $8,388+0.6% | $13,392-37.0% |