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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 | $51,145 | $93,346-45.2% | $71,796-28.8% | $273,972-81.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.06% | 130.39%-121.3pp | 78.04%-69.0pp | 41.46%-32.4pp |
| Employer contribution / active EE | $5,137 | $2,733+87.9% | $1,924+166.9% | $4,869+5.5% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $618 | $6,571-90.6% | $4,815-87.2% | $10,133-93.9% |