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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 | $37,726 | $48,364-22.0% | $71,796-47.5% | $62,881-40.0% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 11.93% | 13.16%-1.2pp | 78.04%-66.1pp | 20.14%-8.2pp |
| Employer contribution / active EE | $5,375 | $1,042+415.9% | $1,924+179.3% | $2,281+135.7% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,421 | $3,771-9.3% | $4,815-29.0% | $4,296-20.4% |