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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 | $38,389 | $75,541-49.2% | $152,093-74.8% | $82,637-53.5% |
| Participation rate | 94.6% | 66.5%+28.1pp | 77.8%+16.8pp | 68.1%+26.5pp |
| Annual return | 19.72% | 32.56%-12.8pp | 66.36%-46.6pp | 53.51%-33.8pp |
| Employer contribution / active EE | $3,439 | $2,622+31.1% | $4,175-17.6% | $2,552+34.7% |
| Participant deferral / active EE | $2,855 | $3,206-10.9% | $5,451-47.6% | $4,126-30.8% |
| Admin fee / account holder | $4,811 | $6,405-24.9% | $14,497-66.8% | $7,339-34.4% |