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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 | $70,762 | $140,592-49.7% | $123,106-42.5% | $125,388-43.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.82% | 16.80%-15.0pp | 13.22%-11.4pp | 282.24%-280.4pp |
| Employer contribution / active EE | $11,429 | $6,041+89.2% | $5,151+121.9% | $4,866+134.9% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,178 | $11,198-53.8% | $9,015-42.6% | $9,541-45.7% |