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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 | $57,590+32.8% | $86,233-11.3% | $82,448-7.2% |
| Participation rate | 74.1% | 57.9%+16.2pp | 69.0%+5.1pp | 68.1%+6.0pp |
| Annual return | 17.63% | 22.41%-4.8pp | 61.39%-43.8pp | 41.64%-24.0pp |
| Employer contribution / active EE | $3,266 | $1,655+97.3% | $2,504+30.4% | $2,551+28.0% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,349 | $4,730-50.3% | $8,342-71.8% | $7,234-67.5% |