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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 | $55,248 | $52,279+5.7% | $89,414-38.2% | $79,852-30.8% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 31.26% | 22.16%+9.1pp | 245.50%-214.2pp | 31.72%-0.5pp |
| Employer contribution / active EE | $3,999 | $1,572+154.5% | $2,586+54.6% | $2,471+61.8% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $13,402 | $3,356+299.3% | $4,883+174.4% | $5,306+152.6% |