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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 | $62,926 | $93,617-32.8% | $135,982-53.7% | $75,177-16.3% |
| Participation rate | 72.2% | 75.2%-3.0pp | 81.9%-9.7pp | 67.2%+5.0pp |
| Annual return | 31.47% | 30.89%+0.6pp | 68.32%-36.9pp | 160.75%-129.3pp |
| Employer contribution / active EE | $19,717 | $3,538+457.3% | $4,859+305.8% | $2,671+638.2% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,338 | $6,980-9.2% | $10,767-41.1% | $5,651+12.2% |