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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 | $150,469 | $123,793+21.5% | $177,848-15.4% | $79,856+88.4% |
| Participation rate | 98.0% | 84.7%+13.3pp | 87.7%+10.3pp | 69.6%+28.4pp |
| Annual return | 11.15% | 22.82%-11.7pp | 48.33%-37.2pp | 31.71%-20.6pp |
| Employer contribution / active EE | $2,274 | $4,095-44.5% | $5,919-61.6% | $2,471-8.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,194 | $7,243-55.9% | $12,431-74.3% | $5,306-39.8% |