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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 | $68,090 | $90,486-24.8% | $78,676-13.5% | $273,972-75.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.76% | 75.62%-71.9pp | 62.19%-58.4pp | 41.46%-37.7pp |
| Employer contribution / active EE | $6,485 | $3,175+104.2% | $2,850+127.5% | $4,869+33.2% |
| Participant deferral / active EE | $1,819 | $3,901-53.4% | $3,517-48.3% | $5,287-65.6% |
| Admin fee / account holder | $725 | $5,263-86.2% | $4,510-83.9% | $10,133-92.8% |