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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 | $53,803 | $93,617-42.5% | $135,982-60.4% | $75,177-28.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.02% | 30.89%-10.9pp | 68.32%-48.3pp | 160.75%-140.7pp |
| Employer contribution / active EE | $9,248 | $3,538+161.4% | $4,859+90.3% | $2,671+246.2% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,821 | $6,980-59.6% | $10,767-73.8% | $5,651-50.1% |