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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 | $158,539 | $56,339+181.4% | $104,301+52.0% | $68,486+131.5% |
| Participation rate | 85.2% | 63.3%+21.9pp | 73.3%+11.9pp | 67.9%+17.3pp |
| Annual return | 10.85% | -9.19%+20.0pp | 24.61%-13.8pp | -7.85%+18.7pp |
| Employer contribution / active EE | $12,794 | $1,960+552.7% | $3,373+279.3% | $2,597+392.7% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,366 | $4,902+111.5% | $7,340+41.2% | $5,404+91.8% |