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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 | $105,176 | $65,034+61.7% | $90,970+15.6% | $79,856+31.7% |
| Participation rate | 86.8% | 61.6%+25.2pp | 69.0%+17.8pp | 69.6%+17.2pp |
| Annual return | 40.85% | 30.45%+10.4pp | 134.60%-93.7pp | 31.71%+9.1pp |
| Employer contribution / active EE | $8,601 | $1,247+589.5% | $2,122+305.4% | $2,471+248.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,955 | $4,536+9.2% | $5,961-16.9% | $5,306-6.6% |