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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 | $160,931 | $56,894+182.9% | $84,753+89.9% | $62,881+155.9% |
| Participation rate | 91.7% | 68.5%+23.1pp | 76.6%+15.1pp | 69.3%+22.4pp |
| Annual return | 11.31% | 6.30%+5.0pp | 22.78%-11.5pp | 20.14%-8.8pp |
| Employer contribution / active EE | $11,111 | $2,400+363.0% | $3,574+210.9% | $2,281+387.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $14,109 | $3,581+294.0% | $5,333+164.6% | $4,296+228.5% |