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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 | $130,159 | $77,817+67.3% | $123,553+5.3% | $64,173+102.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 12.40% | 12.49%-0.1pp | 119.21%-106.8pp | 7.63%+4.8pp |
| Employer contribution / active EE | $7,586 | $3,014+151.7% | $4,628+63.9% | $2,381+218.6% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,868 | $5,519-11.8% | $9,284-47.6% | $4,887-0.4% |