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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 | $144,540 | $146,267-1.2% | $197,124-26.7% | $82,448+75.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 25.72% | 29.61%-3.9pp | 44.34%-18.6pp | 41.64%-15.9pp |
| Employer contribution / active EE | $2,500 | $4,723-47.1% | $6,227-59.9% | $2,551-2.0% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,104 | $14,422-64.6% | $16,298-68.7% | $7,234-29.4% |