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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 | $40,578 | $76,371-46.9% | $93,621-56.7% | $72,976-44.4% |
| Participation rate | 96.7% | 71.8%+24.9pp | 75.8%+20.8pp | 69.5%+27.2pp |
| Annual return | 17.26% | 25.82%-8.6pp | 32.76%-15.5pp | 81.02%-63.8pp |
| Employer contribution / active EE | $1,310 | $2,276-42.5% | $2,719-51.8% | $2,440-46.3% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,136 | $6,839-68.8% | $7,890-72.9% | $5,124-58.3% |