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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 | $50,066 | $47,848+4.6% | $81,473-38.5% | $70,126-28.6% |
| Participation rate | 71.0% | 58.3%+12.7pp | 68.0%+3.0pp | 69.5%+1.4pp |
| Annual return | 16.02% | 27.25%-11.2pp | 38.78%-22.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $2,399 | $1,527+57.1% | $2,568-6.6% | $2,343+2.4% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $869 | $3,145-72.4% | $4,561-81.0% | $4,645-81.3% |