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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 | $58,848+29.9% | $88,179-13.3% | $82,637-7.5% |
| Participation rate | 74.1% | 57.9%+16.2pp | 69.1%+4.9pp | 68.1%+6.0pp |
| Annual return | 17.63% | 22.76%-5.1pp | 64.97%-47.3pp | 53.51%-35.9pp |
| Employer contribution / active EE | $3,266 | $1,678+94.6% | $2,549+28.1% | $2,552+28.0% |
| Participant deferral / active EE | $0 | $3,124-100.0% | $4,614-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,349 | $4,795-51.0% | $7,673-69.4% | $7,339-68.0% |