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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 | $57,073-1.3% | $85,126-33.9% | $80,925-30.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 24.55% | 21.69%+2.9pp | 66.63%-42.1pp | 35.65%-11.1pp |
| Employer contribution / active EE | $4,872 | $1,801+170.6% | $2,731+78.4% | $2,756+76.8% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $11,569 | $4,988+131.9% | $6,160+87.8% | $6,940+66.7% |