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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 | $49,760 | $93,617-46.8% | $135,982-63.4% | $75,177-33.8% |
| Participation rate | 80.6% | 75.2%+5.4pp | 81.9%-1.3pp | 67.2%+13.4pp |
| Annual return | 16.61% | 30.89%-14.3pp | 68.32%-51.7pp | 160.75%-144.1pp |
| Employer contribution / active EE | $6,811 | $3,538+92.5% | $4,859+40.2% | $2,671+155.0% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,493 | $6,980-35.6% | $10,767-58.3% | $5,651-20.5% |