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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 | $213,615 | $103,949+105.5% | $69,182+208.8% | $273,972-22.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 1.63% | 35.28%-33.7pp | -21.93%+23.6pp | 41.46%-39.8pp |
| Employer contribution / active EE | $16,977 | $1,783+852.1% | $1,206+1307.4% | $4,869+248.7% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,908 | $3,671+33.7% | $2,697+82.0% | $10,133-51.6% |