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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 | $127,576 | $103,949+22.7% | $69,182+84.4% | $273,972-53.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 1.04% | 35.28%-34.2pp | -21.93%+23.0pp | 41.46%-40.4pp |
| Employer contribution / active EE | $11,318 | $1,783+534.7% | $1,206+838.3% | $4,869+132.5% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,581 | $3,671-29.7% | $2,697-4.3% | $10,133-74.5% |