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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 | $179,245 | $76,371+134.7% | $93,621+91.5% | $72,975+145.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 24.89% | 25.82%-0.9pp | 32.76%-7.9pp | 81.01%-56.1pp |
| Employer contribution / active EE | $11,960 | $2,276+425.5% | $2,719+339.9% | $2,440+390.1% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,207 | $6,839-82.3% | $7,890-84.7% | $5,124-76.4% |