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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 | $40,136 | $57,352-30.0% | $83,831-52.1% | $64,173-37.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 11.71% | 11.38%+0.3pp | 850.99%-839.3pp | 7.63%+4.1pp |
| Employer contribution / active EE | $4,550 | $2,546+78.8% | $3,631+25.3% | $2,381+91.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,145 | $4,046-47.0% | $5,479-60.8% | $4,887-56.1% |