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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 | $37,455 | $78,707-52.4% | $117,861-68.2% | $70,126-46.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.35% | 23.30%-5.0pp | 335.11%-316.8pp | 73.15%-54.8pp |
| Employer contribution / active EE | $4,582 | $2,223+106.1% | $3,786+21.0% | $2,343+95.6% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,008 | $5,066-60.4% | $8,021-75.0% | $4,645-56.8% |