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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 | $32,457 | $77,816-58.3% | $123,552-73.7% | $64,173-49.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 0.71% | 12.49%-11.8pp | 119.20%-118.5pp | 7.63%-6.9pp |
| Employer contribution / active EE | $5,000 | $3,014+65.9% | $4,628+8.0% | $2,381+110.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,880 | $5,519-65.9% | $9,285-79.7% | $4,887-61.5% |