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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 | $83,948 | $81,276+3.3% | $155,574-46.0% | $80,925+3.7% |
| Participation rate | 77.8% | 66.2%+11.5pp | 78.2%-0.4pp | 67.7%+10.1pp |
| Annual return | 19.38% | 33.36%-14.0pp | 64.87%-45.5pp | 35.65%-16.3pp |
| Employer contribution / active EE | $10,886 | $3,103+250.8% | $4,676+132.8% | $2,756+295.0% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,390 | $7,993-20.1% | $15,914-59.9% | $6,940-7.9% |