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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 | $223,683 | $181,896+23.0% | $156,551+42.9% | $273,972-18.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.55% | 30.74%-26.2pp | 32.23%-27.7pp | 41.46%-36.9pp |
| Employer contribution / active EE | $32,683 | $6,248+423.1% | $5,501+494.1% | $4,869+571.3% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $280,786 | $15,560+1704.5% | $13,028+2055.2% | $10,133+2671.1% |