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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 | $91,015 | $64,729+40.6% | $112,263-18.9% | $68,490+32.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 8.98% | -11.40%+20.4pp | 27.49%-18.5pp | -7.85%+16.8pp |
| Employer contribution / active EE | $10,910 | $2,746+297.3% | $3,636+200.1% | $2,597+320.2% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,013 | $5,222+15.2% | $6,410-6.2% | $5,403+11.3% |