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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 | $145,431-0.6% | $211,142-31.5% | $87,485+65.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 25.72% | 27.21%-1.5pp | 46.84%-21.1pp | 26.06%-0.3pp |
| Employer contribution / active EE | $2,500 | $4,662-46.4% | $6,442-61.2% | $2,596-3.7% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,104 | $17,052-70.1% | $19,076-73.2% | $7,775-34.3% |