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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 | $129,144 | $99,875+29.3% | $146,866-12.1% | $86,983+48.5% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.5%+15.8pp | 69.5%+28.8pp |
| Annual return | 23.04% | 28.10%-5.1pp | 102.85%-79.8pp | 25.83%-2.8pp |
| Employer contribution / active EE | $6,699 | $3,224+107.8% | $4,425+51.4% | $2,584+159.2% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $7,865 | $7,838+0.3% | $13,620-42.3% | $7,856+0.1% |