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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 | $149,446-3.3% | $256,809-43.7% | $94,015+53.7% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 25.72% | 17.55%+8.2pp | 32.73%-7.0pp | 17.84%+7.9pp |
| Employer contribution / active EE | $2,500 | $4,596-45.6% | $7,263-65.6% | $2,790-10.4% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $5,104 | $24,035-78.8% | $25,146-79.7% | $8,951-43.0% |