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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 | $42,528 | $86,938-51.1% | $102,423-58.5% | $80,925-47.4% |
| Participation rate | 97.9% | 72.4%+25.5pp | 76.5%+21.4pp | 67.7%+30.3pp |
| Annual return | 17.18% | 18.89%-1.7pp | 29.42%-12.2pp | 35.65%-18.5pp |
| Employer contribution / active EE | $6,391 | $2,369+169.8% | $3,023+111.4% | $2,756+131.9% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,988 | $8,053-62.9% | $9,455-68.4% | $6,940-56.9% |