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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 | $53,204 | $56,894-6.5% | $84,753-37.2% | $62,881-15.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 40.02% | 6.30%+33.7pp | 22.78%+17.2pp | 20.14%+19.9pp |
| Employer contribution / active EE | $6,018 | $2,400+150.8% | $3,574+68.4% | $2,281+163.9% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,242 | $3,581-37.4% | $5,333-58.0% | $4,296-47.8% |