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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 | $49,491 | $82,674-40.1% | $125,363-60.5% | $68,495-27.7% |
| Participation rate | 89.3% | 75.0%+14.2pp | 82.4%+6.9pp | 67.9%+21.4pp |
| Annual return | 1.26% | -5.97%+7.2pp | 572.15%-570.9pp | -7.84%+9.1pp |
| Employer contribution / active EE | $13,798 | $3,382+308.0% | $4,815+186.6% | $2,596+431.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,293 | $6,276-15.7% | $10,005-47.1% | $5,403-2.0% |