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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 | $64,718 | $76,551-15.5% | $123,894-47.8% | $62,881+2.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 20.50% | 18.68%+1.8pp | 47.52%-27.0pp | 20.14%+0.4pp |
| Employer contribution / active EE | $7,470 | $2,882+159.2% | $4,617+61.8% | $2,281+227.5% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,477 | $4,826-28.0% | $8,357-58.4% | $4,296-19.1% |