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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 | $83,561 | $78,670+6.2% | $109,173-23.5% | $85,847-2.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.39% | 25.09%-11.7pp | 25.75%-12.4pp | 318.61%-305.2pp |
| Employer contribution / active EE | $9,898 | $2,734+262.0% | $3,723+165.9% | $2,565+285.8% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,369 | $5,469-1.8% | $6,755-20.5% | $6,261-14.2% |