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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 | $132,754 | $94,529+40.4% | $140,019-5.2% | $64,173+106.9% |
| Participation rate | 97.6% | 84.1%+13.5pp | 87.5%+10.1pp | 69.6%+28.0pp |
| Annual return | 5.35% | 7.77%-2.4pp | 651.17%-645.8pp | 7.63%-2.3pp |
| Employer contribution / active EE | $1,776 | $3,812-53.4% | $5,605-68.3% | $2,381-25.4% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,984 | $6,741-26.1% | $10,705-53.4% | $4,887+2.0% |