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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 | $148,150 | $110,801+33.7% | $86,868+70.5% | $167,518-11.6% |
| Participation rate | 79.2% | 75.8%+3.4pp | 71.6%+7.5pp | 82.1%-2.9pp |
| Annual return | 12.49% | 117.00%-104.5pp | 63.53%-51.0pp | 478.71%-466.2pp |
| Employer contribution / active EE | $7,888 | $3,245+143.1% | $2,496+216.1% | $4,838+63.0% |
| Participant deferral / active EE | $6,328 | $4,547+39.2% | $3,699+71.1% | $6,342-0.2% |
| Admin fee / account holder | $1,111 | $8,417-86.8% | $5,829-80.9% | $12,312-91.0% |