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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 | $56,306 | $57,057-1.3% | $85,009-33.8% | $80,874-30.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 24.55% | 21.66%+2.9pp | 66.47%-41.9pp | 35.62%-11.1pp |
| Employer contribution / active EE | $4,872 | $1,799+170.8% | $2,728+78.6% | $2,756+76.8% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $11,569 | $4,986+132.0% | $6,153+88.0% | $6,935+66.8% |