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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 | $61,986 | $72,492-14.5% | $87,104-28.8% | $72,975-15.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 35.41% | 24.46%+11.0pp | 28.19%+7.2pp | 81.01%-45.6pp |
| Employer contribution / active EE | $1,020 | $1,894-46.1% | $2,521-59.5% | $2,440-58.2% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,117 | $5,055-38.3% | $7,491-58.4% | $5,124-39.2% |