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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 | $76,471 | $58,057+31.7% | $97,032-21.2% | $86,983-12.1% |
| Participation rate | 74.1% | 60.4%+13.7pp | 71.6%+2.5pp | 69.5%+4.5pp |
| Annual return | 17.63% | 22.26%-4.6pp | 35.38%-17.8pp | 25.83%-8.2pp |
| Employer contribution / active EE | $3,266 | $1,663+96.3% | $2,629+24.2% | $2,584+26.4% |
| Participant deferral / active EE | $0 | $3,244-100.0% | $4,672-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,349 | $4,839-51.4% | $9,418-75.1% | $7,856-70.1% |