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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 | $74,160 | $81,487-9.0% | $102,412-27.6% | $80,935-8.4% |
| Participation rate | 94.1% | 66.8%+27.3pp | 74.5%+19.6pp | 67.7%+26.5pp |
| Annual return | 16.64% | 25.60%-9.0pp | 24.94%-8.3pp | 35.66%-19.0pp |
| Employer contribution / active EE | $14,262 | $3,103+359.6% | $3,870+268.5% | $2,757+417.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,700 | $6,717+59.3% | $8,388+27.6% | $6,924+54.5% |