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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 | $225,966 | $167,504+34.9% | $151,628+49.0% | $134,509+68.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.16% | 7.81%-20.0pp | 3.34%-15.5pp | 418.13%-430.3pp |
| Employer contribution / active EE | $8,097 | $6,828+18.6% | $6,165+31.3% | $4,741+70.8% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,323 | $13,779-46.9% | $11,613-36.9% | $11,427-35.9% |